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Quilter appoints Craig Ross as head of adviser propositions

Date: 12 January 2024

1 minute read

12 January 2024

Quilter has today announced the appointment of Craig Ross as head of adviser propositions. Reporting to Jenny Davidson, commercial proposition director at Quilter, Ross will be responsible for the design and delivery of Quilter’s platform and investment propositions for financial advisers.

Most recently Ross was group proposition director at Sesame Bankhall Group. He began his career as a financial adviser, moving into developing adviser propositions for a number of wealth management companies including Standard Life Aberdeen and Charles Stanley, where he was promoted to director of financial planning proposition.

With over 20 years’ experience working alongside financial advisers, Ross’s extensive knowledge means that he is well-positioned to develop and implement successful propositions to further enhance Quilter’s platform and investment solutions.

Jenny Davidson, commercial proposition director at Quilter, said: “I am very pleased to welcome Craig to Quilter. Craig is vastly experienced in developing advice-led propositions that deliver for clients. Craig’s a great addition to an already experienced team as we continue to roll out our roadmap of platform and investment enhancements for advisers and their clients.”

Craig Ross, head of adviser propositions at Quilter said: “Quilter has a long-standing reputation for supporting advisers with market leading propositions and it is well positioned to develop these in the years to come. Amidst regulatory and technological change, I look forward to understanding how adviser needs are adapting so we can continue to support exceptional client outcomes for them.”

Tim Skelton-Smith

Tim Skelton-Smith

Head of External Communications

Notes to Editors:

About Quilter plc

Quilter plc is a leading wealth management business, helping to create brighter financial futures for every generation.

Quilter plc oversees £157.4 billion in customer investments (as at 30 June 2026).

It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two branded segments: Quilter and Quilter Cheviot.

Quilter encompasses the financial advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.

Quilter Cheviot is a discretionary fund management and financial planning business.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Registered number: 6404270.  Registered in England.

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