Quilter  

Quilter's acquisition boss leaves firm

Quilter's acquisition boss leaves firm
 

Quilter Private Client Advisers’ head of acquisitions and strategic delivery has left the firm, FTAdviser understands.

Zoe Phillips took over the role after its former head of acquisitions Dom Rose left in August 2020.

A Quilter spokesperson has now confirmed Phillips left the role at the end of March. 

Prior to taking on the role, Phillips was Quilter’s mergers and acquisitions manager from 2018 to 2020. Before that, she ran her own consultancy called Park Life Acquisitions between 2014 and 2018. 

FTAdviser understands that Quilter’s head of commercial development, Sammy Licence, will oversee part of Phillip’s role. 

Quilter’s chief executive Paul Feeney spoke to FTAdviser earlier this year and said he wants to “deepen” and “broaden” the firm's relationship with third-party IFAs, claiming its platform offering is now broad enough to appeal to more advisers.

He said Quilter's replatforming exercise cost a total of £202mn, and took around two years, from soft launch to the final migration in February 2021.

Client migration to this platform from Old Mutual Wealth finished in February 2021. It took two years to move 8,000 advice firms over, including a soft launch followed by three separate migrations.

sonia.rach@ft.com 

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