BACKGROUND ____________________________________________________ One of the UK’s leading wealth management businesses, Quilter, started on its Platform Transformation Programme (PTP) in 2017, with FNZ as the selected platform technology and business process outsource provider. The complexities of such an undertaking are all too apparent, as many in the industry have found. Faced with increasing public scrutiny ahead of the company’s listing on the FTSE under the Quilter brand, the board needed additional assurance that the programme risks were fully under control and that PTP would deliver the benefits promised in the business case. ALTUS ENGAGEMENT ___________________________________________________ Wealth Internal Audit (IA) sought a partner to support the application of

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