Equities

Quilter PLC

QLT:LSE

Quilter PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)134.70
  • Today's Change1.40 / 1.05%
  • Shares traded1.64m
  • 1 Year change58.47%
  • Beta1.3199
Data delayed at least 20 minutes, as of Oct 04 2024 16:07 BST.
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Profile data is unavailable for this security.

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
  • Location
    Quilter PLCSenator House, 85 Queen Victoria StreetLONDON EC4V 4ABUnited KingdomGBR
  • Phone+44 20 7002 7051Fax+44 23 8022 0464
  • Websitehttps://www.quilter.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status		QLT:LSE since
announced		Transaction
value
NuWealth LTDAnnounced05 Sep 202405 Sep 2024Announced-0.52%--
Data delayed at least 20 minutes, as of Oct 04 2024 16:07 BST.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Murray International Trust plc204.49m184.74m1.58bn0.001.58bn0.00
Personal Assets Trust PLC66.67m44.26m1.61bn0.001.61bn0.00
Rathbones Group PLC888.53m63.32m1.63bn3.52k1.63bn3.52k
TP ICAP Group PLC2.20bn99.00m1.75bn5.18k1.75bn5.18k
JTC PLC283.06m29.13m1.76bn1.60k1.76bn1.60k
JPMorgan American Investment Trust PLC434.96m424.07m1.78bn0.001.78bn0.00
Worldwide Healthcare Trust PLC229.70m201.16m1.79bn0.001.79bn0.00
HarbourVest Global Private Equity Ltd113.77m92.37m1.79bn1.10k1.79bn1.10k
Caledonia Investments plc233.80m203.80m1.83bn71.001.83bn71.00
Mercantile Investment Trust PLC97.69m75.21m1.84bn0.001.84bn0.00
Templeton Emerging Markets Inv Trust plc172.27m140.33m1.85bn0.001.85bn0.00
AJ Bell PLC245.88m81.33m1.86bn1.37k1.86bn1.37k
Quilter PLC6.43bn50.00m1.89bn2.98k1.89bn2.98k
Smithson Investment Trust PLC-26.10m-51.47m1.97bn0.001.97bn0.00
City of London Investment Trust plc310.57m297.42m2.17bn0.002.17bn0.00
Burford Capital Limited659.80m302.26m2.21bn161.002.21bn161.00
Data as of Oct 04 2024. Currency figures normalised to Quilter PLC's reporting currency: UK Pound GBX

Institutional shareholders

61.78%Per cent of shares held by top holders
HolderShares% Held
Coronation Asset Management (Pty) Ltd.as of 17 Sep 2024294.32m20.96%
Public Investment Corporation (SOC) Ltd.as of 10 Jun 2024206.43m14.70%
Ninety One UK Ltd.as of 01 Mar 202482.42m5.87%
Old Mutual Investment Group (Pty) Ltd.as of 01 Mar 202467.45m4.80%
The Vanguard Group, Inc.as of 01 Sep 202453.81m3.83%
Norges Bank Investment Managementas of 07 Mar 202441.70m2.97%
BlackRock Fund Advisorsas of 12 Jun 202341.62m2.96%
Dimensional Fund Advisors LPas of 01 Sep 202427.49m1.96%
BlackRock Investment Management (UK) Ltd.as of 01 Sep 202426.84m1.91%
M&G Investment Management Ltd.as of 01 Sep 202425.34m1.80%
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Data from 30 Jun 2024 - 27 Sep 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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