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Quilter CEO: 'We see a huge opportunity to turn savers into investors'

Summary by Portfolio Adviser
Value for money is closely in focus for the whole industry following the introduction of Consumer Duty in 2023-24. This piece of regulation builds on previous rules on treating customers fairly and assessing suitability and, despite its breadth, should not have felt like a huge sea change for firms already putting customers first. Steven Levin, CEO of Quilter, said this is something his firm has been doing from the start. “Our business has alway…
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Portfolio Adviser broke the news in on Thursday, July 3, 2025.
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