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  "slug": "quilter",
  "name": "QUILTER",
  "updatedAt": "2026-10-04T15:32:04.295756Z",
  "sections": [
    {
      "type": "OVERVIEW",
      "text": "Quilter is a UK-focused wealth management group operating in the financial services sector. It combines financial planning and advice, an investment platform, investment management and investment solutions for individuals and advisers. Its businesses include Quilter Financial Planning, Quilter Investment Platform, Quilter Invest and Quilter Investors, as well as Quilter Cheviot, which serves high-net-worth clients. [https://plc.quilter.com/about-us/][https://plc.quilter.com/about-us/our-services/][P79027447] The company states its purpose as “to create brighter financial futures for every generation.” [https://plc.quilter.com/about-us/our-beliefs-and-values/]\n\nQuilter’s operations are primarily UK-focused; the company says it serves more than 500,000 clients. [https://plc.quilter.com/about-us/] For the six months ended 30 June 2026, it reported £379 million in revenue and £157.4 billion in assets under management and administration. [https://plc.quilter.com/investor-relations/results-and-presentations/2026-results-and-presentations/2026-half-year-results-statement/] Company materials also report more than 3,000 employees. [https://www.quilter.com/help-and-support/due-diligence-made-easy/how-financially-secure-is-the-parent-company/]\n[P79027447][https://plc.quilter.com/about-us/][https://plc.quilter.com/about-us/our-services/][https://plc.quilter.com/about-us/our-beliefs-and-values/][https://plc.quilter.com/investor-relations/results-and-presentations/2026-results-and-presentations/2026-half-year-results-statement/][https://www.quilter.com/help-and-support/due-diligence-made-easy/how-financially-secure-is-the-parent-company/]",
      "updatedAt": "2026-10-04T15:32:04.295756Z"
    },
    {
      "type": "PRODUCTS",
      "text": "Quilter offers financial advice, investment platforms, managed investments and discretionary portfolio services. Quilter Financial Planning provides advice on pensions, investments, protection, mortgages and retirement planning through its restricted adviser network. Quilter Invest is a digital proposition for people starting to invest, with options including a SIPP, Junior ISA, stocks-and-shares ISA, general investment account and MyGoal Funds; it also offers portfolio-building and additional guidance. [https://www.quilter.com/financial-advice/quilter-financial-planning/][https://www.quilter.com/about-us/money-needs-a-plan/quilter-invest/]\n\nThe Quilter Investment Platform serves Quilter advisers and independent financial advisers, offering access to investment solutions and managed portfolios. Quilter Investors manages multi-asset solutions, including the Cirilium fund-of-funds range and WealthSelect managed portfolio service. WealthSelect had £25.4bn of assets under management and administration at the end of 2025, rising to £29.3bn at 30 June 2026. [P64545366][P21096501][P64073250][https://www.quilter.com/platform/][https://www.quilter.com/investments/multi-asset-investment-solutions/cirilium-portfolios/?Role=adv][https://www.quilter.com/investments/multi-asset-investment-solutions/wealthselect/][https://plc.quilter.com/4a1feb/siteassets/documents/stock-exchange-announcements/quilter-plc-half-year-results-2026.pdf]\n\nQuilter Cheviot provides discretionary investment management and financial planning for high-net-worth clients; its portfolios are also available to advisers on the Quilter platform. It offers bespoke, actively managed portfolios, including a tailored decumulation service. [P79027447][https://media.quilter.com/search/2025/quilter-cheviot-launches-tailored-discretionary-decumulation-offering/]\n\nFor the year ended 31 December 2025, Quilter reported revenue by business line rather than by individual product. The disclosed lines were Affluent administered (£252m), Affluent managed (£123m), Affluent advice (£80m), Quilter Cheviot (£211m) and Quilter Cheviot Financial Planning advice (£22m). Together these total £688m; their respective shares of that total are approximately 36.6%, 17.9%, 11.6%, 30.7% and 3.2%. These are calculated business-line shares, not reported revenue percentages for named products. [T11562702][T1174196]\n[P64545366][P21096501][P64073250][P79027447][T11562702][T1174196][https://www.quilter.com/financial-advice/quilter-financial-planning/][https://www.quilter.com/about-us/money-needs-a-plan/quilter-invest/][https://www.quilter.com/platform/][https://www.quilter.com/investments/multi-asset-investment-solutions/cirilium-portfolios/?Role=adv][https://www.quilter.com/investments/multi-asset-investment-solutions/wealthselect/][https://plc.quilter.com/4a1feb/siteassets/documents/stock-exchange-announcements/quilter-plc-half-year-results-2026.pdf][https://media.quilter.com/search/2025/quilter-cheviot-launches-tailored-discretionary-decumulation-offering/]",
      "updatedAt": "2026-10-04T15:32:04.295756Z"
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      "type": "GEOGRAPHY",
      "text": "Quilter’s operations are primarily in the UK. For the year ended 31 December 2025, the Group identified Jersey and Ireland as its main non-UK operating locations; its 2025 materials also record the acquisition of GillenMarkets in Ireland. [P37289528][P93474797][P59047036] Quilter Cheviot lists offices across the UK, as well as in Dublin, Jersey and Dubai. Its Dubai branch transferred to its Jersey subsidiary on 1 April 2025. [https://www.quiltercheviot.com/about-us/our-offices/][https://plc.quilter.com/4a4b7a/siteassets/documents/subsidiary-company-reports/quilter-cheviot-limited-annual-report-and-accounts-2025.pdf]\n\nThe reviewed 2025 materials do not provide revenue or employee counts broken down by country or region. The reported £701 million of 2025 Group revenue is consolidated rather than a geographic split. [https://plc.quilter.com/investor-relations/results-and-presentations/2026-results-and-presentations/2025-full-year-results-statement/][T11562702][T1174196]\n[P37289528][P93474797][P59047036][T11562702][T1174196][https://plc.quilter.com/investor-relations/results-and-presentations/2026-results-and-presentations/2025-full-year-results-statement/][https://www.quiltercheviot.com/about-us/our-offices/][https://plc.quilter.com/4a4b7a/siteassets/documents/subsidiary-company-reports/quilter-cheviot-limited-annual-report-and-accounts-2025.pdf]",
      "updatedAt": "2026-10-04T15:32:04.295756Z"
    },
    {
      "type": "SEGMENTS",
      "text": "Quilter reports two business segments: **Affluent** and **High Net Worth**. Affluent comprises Affluent Administered, Affluent Managed and Advice (Quilter Financial Planning); its platform and advice businesses serve advisers and clients across the Quilter and IFA channels. High Net Worth comprises Quilter Cheviot, the investment-management business, and Advice (Quilter Cheviot Financial Planning). [T11562702][T1174196][T11873187][P64545366]\n\nBased on 2025 total net revenue, Affluent contributed approximately **66%** (£455m: £252m administered, £123m managed and £80m Quilter Financial Planning) and High Net Worth approximately **34%** (£233m: £211m Quilter Cheviot and £22m Quilter Cheviot Financial Planning) of their combined £688m. These are calculated proportions of reported business-line revenue. The Q1 2026 update continued to report the two segments. [T11562702][T1174196][T928166]\n[T11562702][T1174196][T11873187][P64545366][T11562702][T11562702][T11562702][T1174196][T1174196][T928166]",
      "updatedAt": "2026-10-04T15:32:04.295756Z"
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    {
      "type": "HISTORY",
      "text": "Quilter’s history draws on several predecessor businesses rather than a single founding date: the company traces Quilter Cheviot’s heritage to 1771, while another predecessor, Skandia Life, was formed in 1979. Old Mutual acquired Skandia in 2006; that year Cheviot Asset Management was launched, and it merged with Quilter in 2013. Skandia was rebranded Old Mutual Wealth in 2014, the same year Old Mutual Wealth acquired adviser network Intrinsic; it acquired Quilter Cheviot Investment Management in 2015. [https://www.quilter.com/about-us/quilters-history/]\n\nOn 25 June 2018, Old Mutual Wealth separated from Old Mutual and became Quilter plc, listed in London and Johannesburg. [P82970832][https://plc.quilter.com/siteassets/documents/support-material/218-1631-quilter-plcs-separation-from-old-mutual-plc.pdf] Quilter sold Quilter Life Assurance in 2019 and completed the sale of Quilter International in 2021. Steven Levin became CEO on 1 November 2022, succeeding Paul Feeney. In 2023 Quilter Private Client Advisers was renamed Quilter Cheviot Financial Planning; after acquiring NuWealth in 2024, Quilter renamed that business Quilter Invest in 2025. [https://www.quilter.com/about-us/quilters-history/][https://plc.quilter.com/siteassets/documents/reports/annual-report-chairs-statement-2022.pdf]\n[P82970832][https://www.quilter.com/about-us/quilters-history/][https://plc.quilter.com/siteassets/documents/support-material/218-1631-quilter-plcs-separation-from-old-mutual-plc.pdf][https://plc.quilter.com/siteassets/documents/reports/annual-report-chairs-statement-2022.pdf]",
      "updatedAt": "2026-10-04T15:32:04.295756Z"
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