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Quilter plc Profile: What is Quilter plc?

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 £116.2 billion as of September 2024 and is listed on the London and Johannesburg stock exchanges.

If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837).

Some of the facts might change from the time of writing. For updated guidance, please contact me.

This page will talk more about Quilter plc’s company overview, earnings, execs, and contact.

What is Quilter plc?

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.

Their business model is structured into two main segments:

  • High Net Worth: This includes Quilter Cheviot, which provides discretionary fund management, and Quilter Cheviot Financial Planning, specializing in complex financial planning needs.
  • Affluent: This segment comprises Quilter Financial Planning, a financial advice distributor; an investment platform; and Quilter Investors, a multi-asset investment options provider.

Quilter clients typically come to them for financial planning, a secure platform for holding assets in tax-efficient wrappers, and an investment strategy aligned with their risk appetite and investment horizon.

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.

Quilter plc Financial Performance

Quilter plc’s latest Annual Report in 2023 reported a 7% increase in Assets under Management and Administration (AuMA) to £106.7 billion as of December 31, 2023, alongside a 25% rise in adjusted profit before tax to £167 million.

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 £0.1 billion, and a final dividend of 5.2 pence per share was declared.

Quilter Leadership and Executive Team

  • Steven Levin – Chief Executive Officer
    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’s investment platform. Steven is also a member of the Investment Association Advisory Council.
  • Ruth Markland – Chair
    Ruth Markland has served as Chair of Quilter’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’s Asia business and board positions at Standard Chartered plc and The Sage Group plc.
  • Mark Satchel – Chief Financial Officer
    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.
  • Marcus Brookes – Chief Investment Officer and Managing Director of Quilter Investors
    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’ portfolio management and investment propositions.
  • Sarah Houlston – Chief Operating Officer
    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.
  • Steve Gazard – Chief Distribution Officer
    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 wealth management across various business environments, including AIM-listed and FTSE 100/250 firms, focusing on corporate growth and restructuring.

Quilter plc Office and Contact Information

Registered office

  • Address: Senator House, 85 Queen Victoria Street, London EC4V 4AB, UK

Quilter Platform

For more information, please visit the platform’s website.

Quilter Cheviot

For more information, please visit Quilter Cheviot’s website.

Quilter Investors

  • Open 8:00am to 5:30pm UK time, Monday to Friday
  • 020 7167 3500
  • enquiries@quilterinvestors.com

For more information, please visit Quilter Investors’ website.

Quilter Cheviot Financial Planning

Quilter Financial Advisers

  • Open 9:00am to 5:00pm, Monday to Friday.
  • 0800 849 1279
  • QFAinfo@quilter.com

Quilter Financial Planning

For more information, please visit Quilter Financial Planning’s website.

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