Digital savings and investment platform NuWealth, which is part of wealth manager Quilter, has rebranded as Quilter Invest.
The firm said the move marked a significant step in the platform’s integration with Quilter, aligning it with the wider brand and enabling a more cohesive experience for financial advisers.
Under the Quilter Invest brand, the platform aims to support clients in the earlier stages of their investment journey and provide an offering to advisers with clients who may not be ready for full financial advice.
Through its integration with Quilter, Quilter Invest will look to improve the connection between digital investing and advised services.
Quilter said this reflected its commitment to delivering a “trusted and coherent experience” across different stages of a client’s financial life.
The firm added that Quilter Invest would allow advisers to nurture and grow prospective clients, enabling them to add value to clients today while laying the foundations for deeper relationships in the future.
“We are proud to unveil Quilter Invest as we reach the next phase of our integration with Quilter,” said Quilter Invest CEO, Kane Harrison.
“This rebrand is a step towards creating a more unified experience for customers and advisers using Quilter’s services.
“We recognise that not everyone is ready for full financial advice, but that doesn’t mean they should be left behind. Quilter Invest offers a simple, accessible way to start investing, with the flexibility to transition into advised services.
“This is particularly important for advisers looking to support the next generation – whether that’s children or other family members of existing clients. Quilter Invest helps them get started in a trusted environment that can grow with them.
“With the targeted support proposals close to becoming a reality, propositions like Quilter Invest will become increasingly important in helping firms meet the needs of clients who fall between guidance and full advice. It’s a timely and valuable solution for advisers navigating this developing landscape.
“We remain committed to innovation and to helping advisers meet the evolving needs of their clients.”
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