Quilter Plc - Company Profile
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Quilter Plc (Quilter) is a wealth management company. Its primary activities include providing financial advice, investment solutions, and online wealth management services. The company offers a wide range of products and services, such as pensions, ISAs, onshore bonds, and a variety of investment options. Quilter offers advisory services to individuals and businesses in financial planning, mortgages, and protection through qualified financial advisers and mortgage and protection advisers, and multi-asset investment solutions for its customers. It also provides discretionary and advisory wealth management services to pension funds, corporates, private clients, trusts, and charities. Quilter is headquartered in London, England, the UK.
Quilter Plc premium industry data and analytics
Products and Services
| Products | Services |
|---|---|
| Pensions | Investments and Wealth Management |
| Accounts | Investment Advisory |
| Bonds | Portfolio Management |
| XYZ | |
| XYZ | |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Contracts/Agreements | In August, the company appointed Joint as the lead creative agency to develop a new brand platform in the financial services sector. |
| 2025 | Acquisitions/Mergers/Takeovers | In April, the company acquired MediFintech, a provider of NHS pension analysis and support services. |
| 2024 | Acquisitions/Mergers/Takeovers | In September, the company announced the acquisition of NuWealth, an app-based fintech. |
Competitor Comparison
| Key Parameters | Quilter Plc | Rathbones Group Plc | Brewin Dolphin Holdings Ltd | Albemarle Asset Management | Sanlam Investment Holdings (UK) Ltd |
|---|---|---|---|---|---|
| Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | United Kingdom |
| City | London | London | London | London | London |
| State/Province | England | England | England | England | England |
| No. of Employees | 3,207 | 3,545 | - | - | - |
| Entity Type | Public | Public | Private | Private | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Ruth Markland | Chairman | Executive Board | 2022 | 73 |
| Steven Levin | Chief Executive Officer; Director | Executive Board | 2022 | 52 |
| Mark Satchel | Chief Financial Officer; Director | Executive Board | 2019 | 57 |
| Sarah Houlston | Chief Operating Officer | Senior Management | 2024 | - |
| Steve Gazard | Chief Distribution Officer | Senior Management | 2023 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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