'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'
Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.
Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications
As part of the transaction, UBS and Clearstream will enter into long-term commercial cooperation arrangements for the provision of services to UBS's Global Wealth Management and Asset Management business divisions
Any purchase of Quilter would add to a flurry of take-private deals in the U.K., which could accelerate now after Boris Johnson’s election brought more certainty to the planned separation from the European Union.