Wealth manager Quilter Cheviot has appointed an advice lead to establish a “financial planning proposition” for international clients serviced out of the firm’s Jersey office.
Kevin Speake becomes head of advice, reporting to Tim Childe, head of the Jersey office and the international business.
Speake joins the team from UK-based Quilter Private Client Advisers, part of Quilter Cheviot where he was regional director for London and the South-West.
His appointment will be followed by a number of financial planner hires as the Jersey office grows its client-facing team on the island, the firm said.
Among the reasons for the introduction of financial planning capabilities in Jersey is to offer international clients an integrated wealth management offering comprising of financial planning and investment management. It also means Quilter Cheviot will be able to give a “consistent offering” to higher net worth clients across the UK, Europe and internationally, while being able to accommodate the specific circumstances of the countries the client resides in.
Childe said it was the firm’s ambition to become the leading multi-channel discretionary wealth manager in the UK, Jersey, Ireland and Dubai.
In 2022, the firm established a financial planning operation out of its Dublin office to serve European clients.
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