Quilter-owned digital savings and investment platform NuWealth has rebranded as Quilter Invest.
This marks a key step in its integration with Quilter and creating a more cohesive experience for customers and financial advisers.
The platform is designed to support clients in the earlier stages of their investment journey, while also offering advisers a way to engage clients who may not yet be ready for full financial advice.
Quilter Invest also enables advisers to nurture prospective clients, such as younger family members of existing clients, allowing them to start investing today while laying the groundwork for deeper relationships in the future.
Kane Harrison, CEO of Quilter Invest, said: “We are proud to unveil Quilter Invest as we reach the next phase of our integration with Quilter. 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.
“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.”
