Quilter advice arm appoints sales head from Brooks
Quilter Financial Advisers has appointed former Brooks Madonald financial advice lead Adrian Keane-Munday as its national sales director.
He will be responsible for building the business’s online support hub for advisers and clients.
He will also take over responsibility for growing the national advice business, including its proposition and adviser recruitment.
He will appoint to managing director Amanda Cassidy.
Ms Cassidy said she hope that Mr Keane-Munday’s appointment will help Quilter Financial Advisers in its continuing development of hybrid advice channels and help to continue bringing in a number of younger and female advisers into the sector via the firm’s adviser school.
Mr Keane-Munday spent three years at Brooks Macdonald where he led the financial advice and marketing team. Prior to that, he was head of UK premier and wealth distribution at HSBC, where he led the national IFA business.
He said: “I’m incredibly excited to be joining Quilter Financial Advisers. It’s a business that has real potential to help close the advice gap in the UK through the provision of quality advice to its far-reaching affinity partnerships.”
Quilter Financial Advisers is the national advice business of Quilter Financial Planning. It primarily targets affluent clients and also delivers Financial Planning services to 26 affinity and corporate partners.
Wealth manager and Financial Planning firm Quilter re-structured its business in November, shifting its focus towards high net worth and affluent clients.
Quilter announced the reorganisation along with its third quarter results.
Paul Feeney, CEO of Quilter, said the reorganisation was part of plans to drive growth and efficiency across the business.
The core proposition under the new structure has two arms.
The affluent arm includes Quilter Financial Planning, the Quilter platform, and Quilter Investments. The arm had assets under management and administration of £80.9bn as at 30 September.
The high-net-worth arm is focused on the group’s DFM services. It had assets under management and administration of £27.6bn as at 30 September.
Quilter’s assets under management and administration sat at £108.5bn at the end of September 2021.