PitchSend

UK Platform Transformation Programme

Quilter's multi-channel advice-led model An open, transparent, full-service model serving customers across the wealth spectrum High Net Worth Affluent Mass Affluent Open market, financial advisers Financial advice Quilter Private Client Advisers Quilter Financial Planning Quilter Financial Advisers Platforms & wrappers Platforms & wrappers (e.g. ISAs, pensions, collective investment accounts) Investment solutions Discretionary Fund Management Managed Portfolios Multi-Asset Funds Quilter 14

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