Quilter

About

Quilter plc is a prominent UK-focused, full-service wealth management company dedicated to helping clients achieve brighter financial futures for every generation. The firm provides a comprehensive suite of services, including advice-led investment solutions and investment platform services to a broad client base. Quilter's core philosophy is rooted in the value of long-term, advice-based relationships, aiming to deliver strong investment management performance and consistently high-quality customer service. The company operates through two primary segments: Affluent and High Net Worth. The Affluent segment encompasses Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors, which is a multi-asset investment solutions business. The High Net Worth segment is served by Quilter Cheviot, a discretionary fund management business that also provides financial planning services. Originally part of Old Mutual plc, Quilter was formed following a managed separation and subsequently listed on the London Stock Exchange and the Johannesburg Stock Exchange in June 2018. This strategic move established Quilter as an independent, modern wealth manager. The company is committed to responsible business practices and integrates environmental, social, and governance (ESG) principles across all its operations, from financial advice and investment management to its platform services. Quilter's business model is designed to be customer-centric, leveraging feedback to design investment solutions that meet the evolving needs and risk appetites of its clients. Through its various entities, Quilter offers a wide array of products, including pensions, ISAs, and onshore bonds, all distributed through financial advisers to ensure clients receive professional guidance in achieving their financial objectives. The company's purpose is to create prosperity for generations of today and tomorrow by providing trusted advice and tailored investment solutions.