{"id":92008,"date":"2025-01-08T09:04:49","date_gmt":"2025-01-08T09:04:49","guid":{"rendered":"https:\/\/adamfayed.com\/?page_id=92008"},"modified":"2025-01-08T09:04:49","modified_gmt":"2025-01-08T09:04:49","slug":"quilter-plc-profile-what-is-quilter-plc","status":"publish","type":"page","link":"https:\/\/adamfayed.com\/es\/investment-options\/investment-providers\/quilter-plc-profile-what-is-quilter-plc\/","title":{"rendered":"Quilter plc Profile: What is Quilter plc?"},"content":{"rendered":"<p><a href=\"https:\/\/adamfayed.com\/es\/review-articles\/quilter-cheviot-review-a-good-option-in-2023\/\">Quilter plc<\/a> is a UK-based full-service wealth management firm, providing<a href=\"https:\/\/adamfayed.com\/es\/expat-financial-advisor\/financial-advice\/\"> asesoramiento financiero<\/a>, investment management, and platform services to over 500,000 clients as of December 2023.<\/p>\n\n\n\n<p>La empresa <a href=\"https:\/\/plc.quilter.com\/about-us\/\" target=\"_blank\" rel=\"noopener\">manages assets exceeding \u00a3116.2 billion<\/a> as of September 2024 and is listed on the London and Johannesburg stock exchanges.<\/p>\n\n\n\n<p>Si desea invertir como expatriado o particular con un elevado patrimonio neto, que es en lo que estoy especializado, puede enviarme un correo electr\u00f3nico (advice@adamfayed.com) o WhatsApp (+44-7393-450-837).<\/p>\n\n\n\n<p>Algunos de los datos podr\u00edan cambiar desde el momento de la redacci\u00f3n. Si desea informaci\u00f3n actualizada, p\u00f3ngase en contacto conmigo.<\/p>\n\n\n\n<p>This page will talk more about Quilter plc&#8217;s company overview, earnings, execs, and contact. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is Quilter plc?<\/h2>\n\n\n\n<p>Quilter offers tailored, advice-led wealth solutions that align with individual client needs and risk preferences. It emphasizes client choice and flexibility, allowing customers to access its services through various channels while ensuring transparent pricing based solely on utilized services.<\/p>\n\n\n\n<p>Their <a href=\"https:\/\/plc.quilter.com\/about-us\/our-business-model-and-strategy\/\" target=\"_blank\" rel=\"noopener\">business model<\/a> is structured into two main segments:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Alto patrimonio neto<\/strong>: This includes Quilter Cheviot, which provides discretionary fund management, and Quilter Cheviot Financial Planning, specializing in complex <a href=\"https:\/\/adamfayed.com\/es\/personal-financial-planning\/\">planificaci\u00f3n financiera<\/a> necesidades.<\/li>\n\n\n\n<li><strong>Affluent<\/strong>: This segment comprises Quilter Financial Planning, a <a href=\"https:\/\/adamfayed.com\/es\/expat-financial-advisor\/personal-financial-advisor\/\">asesoramiento financiero<\/a> distributor; an <a href=\"https:\/\/adamfayed.com\/es\/investment-options\/investment-providers\/\">plataforma de inversi\u00f3n<\/a>; and Quilter Investors, a multi-asset <a href=\"https:\/\/adamfayed.com\/es\/investment-options\/\">opciones de inversi\u00f3n<\/a> provider.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Quilter clients typically come to them for <a href=\"https:\/\/adamfayed.com\/es\/personal-financial-planning\/financial-planner-2\/\">planificaci\u00f3n financiera<\/a>, a secure platform for holding assets in tax-efficient wrappers, and an investment strategy aligned with their risk appetite and investment horizon.<\/p>\n\n\n\n<figure class=\"wp-block-image alignright size-medium\"><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"200\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/thames-541456_640-300x200.jpg\" alt=\"Quilter plc is a UK-based full-service wealth management firm, providing financial advice, investment management, and platform services to over 500,000 clients as of December 2023.\" class=\"wp-image-92010\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/thames-541456_640-300x200.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/thames-541456_640-512x342.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/thames-541456_640.jpg 640w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Quilter plc Financial Performance<\/h3>\n\n\n\n<p>Quilter plc&#8217;s latest <a href=\"https:\/\/plc.quilter.com\/investor-relations\/annual-report\/\" target=\"_blank\" rel=\"noopener\">Annual Report in 2023<\/a> reported a 7% increase in Assets under Management and Administration (AuMA) to \u00a3106.7 billion as of December 31, 2023, alongside a 25% rise in adjusted profit before tax to \u00a3167 million.<\/p>\n\n\n\n<p>Operating margins improved to 27%, exceeding targets, and adjusted diluted earnings per share grew by 19% to 9.4 pence. Net inflows for the year were modestly positive at \u00a30.1 billion, and a final dividend of 5.2 pence per share was declared.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/plc.quilter.com\/about-us\/quilter-leadership\/\" target=\"_blank\" rel=\"noopener\">Quilter Leadership<\/a> and Executive Team<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Steven Levin \u2013 Chief Executive Officer<\/strong><br>Appointed CEO in November 2022, Steven Levin has extensive experience in asset management, investments, and distribution. Having joined Quilter in 1998, he became a member of the Executive Committee in 2011 and played a significant role in strategic initiatives, including implementing Quilter\u2019s investment platform. Steven is also a member of the Investment Association Advisory Council.<\/li>\n\n\n\n<li><strong>Ruth Markland \u2013 Chair<\/strong><br>Ruth Markland has served as Chair of Quilter&#8217;s Board since May 2022. Appointed to the Board in June 2018, she brings a wealth of experience from previous senior roles, including Managing Partner of Freshfields Bruckhaus Deringer\u2019s Asia business and board positions at Standard Chartered plc and The Sage Group plc.<\/li>\n\n\n\n<li><strong>Mark Satchel \u2013 Chief Financial Officer<\/strong><br>Serving since March 2019, Mark previously worked within Old Mutual in the UK, holding various leadership positions. He played key roles in significant acquisitions, such as Quilter Financial Planning and Quilter Cheviot, and led successful business disposals. Mark is a qualified Chartered Accountant from South Africa and has prior experience with KPMG in South Africa and Canada. He is also a trustee of The Grey Foundation in the UK.<\/li>\n\n\n\n<li><strong>Marcus Brookes \u2013 Chief Investment Officer and Managing Director of Quilter Investors<br><\/strong>Marcus was appointed in January 2023. With over two decades of experience managing multi-manager fund ranges, Marcus has worked at Schroders, Cazenove Capital, Gartmore, and Insight Investments. His expertise in the multi-asset sector equips him to oversee Quilter Investors\u2019 portfolio management and investment propositions.<\/li>\n\n\n\n<li><strong>Sarah Houlston \u2013 Chief Operating Officer<br><\/strong>Appointed in September 2024, Sarah brings over 35 years of experience in financial services, with a career spanning retail and corporate banking. Her previous roles include Chief Operating Officer at RBC Brewin Dolphin and various operational and transformational leadership positions at the Royal Bank of Scotland.<\/li>\n\n\n\n<li><strong>Steve Gazard \u2013 Chief Distribution Officer<\/strong><br>Steve was appointed in January 2023, having previously served as CEO of Quilter Financial Planning. Steve has extensive industry experience, including roles as a financial planner and advice business owner. Before joining Quilter, he held senior leadership positions in <a class=\"wpil_keyword_link\" href=\"https:\/\/adamfayed.com\/es\/\" title=\"gesti\u00f3n de patrimonios\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"1331\">gesti\u00f3n de patrimonios<\/a> across various business environments, including AIM-listed and FTSE 100\/250 firms, focusing on corporate growth and restructuring.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quilter plc Office and Contact Information<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Registered office<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Address: Senator House, 85 Queen Victoria Street, London EC4V 4AB, UK<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Quilter Platform<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open between 8:30am and 5:30pm GMT, Monday to Friday<\/li>\n\n\n\n<li><a href=\"tel:0808%20171%202626\">0808 171 2626<\/a><\/li>\n\n\n\n<li><a href=\"mailto:ask@quilter.com\">ask@quilter.com<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>For more information, please visit the&nbsp;<a href=\"https:\/\/www.quilter.com\/help-and-support\/contact-us\/contact-quilter-platform\/\" target=\"_blank\" rel=\"noreferrer noopener\">platform&#8217;s&nbsp;website<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Acolchadora Cheviot<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"mailto:enquiries@quiltercheviot.com\">enquiries@quiltercheviot.com<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>For more information, please visit&nbsp;<a href=\"https:\/\/www.quiltercheviot.com\/about-us\/investment-management-offices\/\" target=\"_blank\" rel=\"noreferrer noopener\">Quilter Cheviot&#8217;s website<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Quilter Investors<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open 8:00am to 5:30pm UK time, Monday to Friday<\/li>\n\n\n\n<li><a href=\"tel:020%207167%203500\">020 7167 3500<\/a><\/li>\n\n\n\n<li>enquiries@quilterinvestors.com<\/li>\n<\/ul>\n\n\n\n<p>For more information, please visit&nbsp;<a href=\"https:\/\/www.quilter.com\/help-and-support\/contact-us\/contact-quilter-investors\/\" target=\"_blank\" rel=\"noreferrer noopener\">Quilter Investors&#8217;&nbsp;website<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Quilter Cheviot Financial Planning<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"tel:0124%20462%201721\">0124 462 1721<\/a><\/li>\n\n\n\n<li><a href=\"mailto:qcfaadvice@quiltercheviot.com\">advice@quilter.com<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Quilter Financial Advisers<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open 9:00am to 5:00pm, Monday to Friday.<\/li>\n\n\n\n<li><a href=\"tel:0800%20849%201279\">0800 849 1279<\/a><\/li>\n\n\n\n<li>QFAinfo@quilter.com<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Quilter Financial Planning<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>London Office: <a href=\"tel:020%207562%205800\">020 7562 5800<\/a><\/li>\n\n\n\n<li>Newcastle Office: <a href=\"tel:0191%20241%200700\">0191 241 0700<\/a><\/li>\n<\/ul>\n\n\n\n<p>For more information, please visit&nbsp;<a href=\"https:\/\/www.quilter.com\/help-and-support\/contact-us\/contact-quilter-financial-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Quilter Financial Planning&#8217;s&nbsp;website<\/a>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u00bfLe duele la indecisi\u00f3n financiera? <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg\" alt=\"\" class=\"wp-image-117505\" style=\"width:683px;height:auto\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-300x169.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-768x432.jpg 768w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-scaled.jpg 825w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/become-adams-client\/\">Convi\u00e9rtase en mi cliente<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/good-match-quiz\/\" target=\"_blank\" rel=\"noreferrer noopener\">Realice el cuestionario de elegibilidad de clientes<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">P\u00f3ngase en contacto con<\/a><\/div>\n<\/div>\n\n\n\n<p><strong>Adam es un autor reconocido internacionalmente en temas financieros, con m\u00e1s de 830 millones de respuestas en Quora, un libro muy vendido en Amazon y colaborador de Forbes.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>Quilter plc is a UK-based full-service wealth management firm, providing financial advice, investment management, and platform services to over 500,000 clients as of December 2023. The company manages assets exceeding \u00a3116.2 billion as of September 2024 and is listed on the London and Johannesburg stock exchanges. If you are looking to invest as an expat [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":92009,"parent":79525,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_10166176115445471_100883565069113":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"class_list":["post-92008","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/92008","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/comments?post=92008"}],"version-history":[{"count":2,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/92008\/revisions"}],"predecessor-version":[{"id":92104,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/92008\/revisions\/92104"}],"up":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/79525"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/media\/92009"}],"wp:attachment":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/media?parent=92008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}