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About the company
Quilter plc is a United Kingdom-based wealth management company engaged in providing investment and wealth management services, multi-asset investment solutions, and financial advice through its subsidiaries and associates primarily in the United Kingdom. The Company operates through two segments: Affluent and High Net Worth. Its Affluent segment includes Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. Its High Net Worth segment includes Quilter Cheviot and Quilter Private Client Advisers. Quilter Cheviot provides discretionary investment management predominantly in the United Kingdom with bespoke investment portfolios tailored to the individual needs of high-net-worth clients, charities, companies, and institutions through a network of branches in London and the regions. Quilter Private Client Advisers provide financial advice for protection, mortgages, savings, investments, and pensions, predominantly to high-net-worth clients.
- Revenue in GBP (TTM)6.43bn
- Net income in GBP50.00m
- Incorporated2007
- Employees2.98k
- LocationQuilter PLCSenator House, 85 Queen Victoria StreetLONDON EC4V 4ABUnited KingdomGBR
- Phone+44 20 7002 7051Fax+44 23 8022 0464
- Websitehttps://www.quilter.com/
Mergers & acquisitions
Acquired company | QLT:LSE since announced | Transaction value |
---|---|---|
NuWealth LTD | 5.24% | -- |
Peer analysis
Company | Revenue (TTM) | Net income (TTM) |
---|---|---|
Personal Assets Trust PLC | 66.67m | 44.26m |
JTC PLC | 283.06m | 29.13m |
Worldwide Healthcare Trust PLC | 253.44m | 227.52m |
Templeton Emerging Markets Inv Trust plc | 172.27m | 140.33m |
Mercantile Investment Trust PLC | 435.03m | 411.79m |
HarbourVest Global Private Equity Ltd | 107.74m | 76.58m |
Caledonia Investments plc | 233.80m | 203.80m |
AJ Bell PLC | 245.88m | 81.33m |
Smithson Investment Trust PLC | -26.10m | -51.47m |
TP ICAP Group PLC | 2.20bn | 99.00m |
JPMorgan American Investment Trust PLC | 434.96m | 424.07m |
Quilter PLC | 6.43bn | 50.00m |
City of London Investment Trust plc | 310.57m | 297.42m |
Renewables Infrastructure Group Ltd | -80.30m | -37.70m |
Burford Capital Limited | 589.43m | 205.17m |
International Public Partnerships Ltd | 87.39m | 44.25m |
Institutional shareholders
Holder | Shares | % Held |
---|---|---|
Coronation Asset Management (Pty) Ltd.as of 07 Nov 2024 | 264.84m | 18.86% |
Public Investment Corporation (SOC) Ltd.as of 10 Jun 2024 | 206.43m | 14.70% |
Ninety One UK Ltd.as of 01 Mar 2024 | 82.42m | 5.87% |
Old Mutual Investment Group (Pty) Ltd.as of 01 Mar 2024 | 67.45m | 4.80% |
The Vanguard Group, Inc.as of 01 Nov 2024 | 54.56m | 3.89% |
Norges Bank Investment Managementas of 07 Mar 2024 | 41.70m | 2.97% |
BlackRock Fund Advisorsas of 12 Jun 2023 | 41.62m | 2.96% |
Dimensional Fund Advisors LPas of 01 Nov 2024 | 27.54m | 1.96% |
BlackRock Investment Management (UK) Ltd.as of 01 Nov 2024 | 25.17m | 1.79% |
M&G Investment Management Ltd.as of 01 Nov 2024 | 24.89m | 1.77% |