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Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
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Filings indexed 2,501 across all filing types
Latest filing 2026-06-09 Major Shareholding Noti…
Country GB United Kingdom
Listing JSE QLT

About Quilter PLC

http://www.quilter.com/

Quilter PLC is a full-service wealth management firm that provides advice-led investment solutions and platform services. The company's principal activities involve offering financial advice, managing investment portfolios, and providing access to a wide range of financial products such as pensions, savings, and investments. It primarily serves affluent and high-net-worth clients in the United Kingdom and select international markets. Quilter's integrated model combines financial planning with its proprietary investment platform to deliver comprehensive wealth management solutions tailored to individual client needs and long-term financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Form 8.3 disclosing a person’s opening position (and subsequent dealings) in a target company’s securities at or above the 1% threshold. This is a threshold‐crossing major shareholding notification rather than an insider executive trade, corporate report, or AGM material. Thus it maps to a Major Shareholding Notification (MRQ).
2026-06-09 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “public opening position disclosure/dealing disclosure” under Rule 8.3 of the UK Takeover Code, reporting Quilter PLC’s 1.07% stake in Advanced Medical Solutions Group. This is a notification of a significant shareholding crossing the 1% threshold, fitting the “Major Shareholding Notification” category (MRQ).
2026-06-09 English
Dealing Disclosure - Form 8.3
Major Shareholding Notification Classification · 90% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing that Quilter PLC holds and dealt in shares of Advanced Medical Solutions Group PLC representing over 1% of its share capital. This is a mandatory threshold-crossing notification of significant share ownership levels, matching the Major Shareholding Notification definition (MRQ).
2026-06-09 English
Dealings Disclosure - Form 8.3
Major Shareholding Notification Classification · 91% confidence The document is a UK Takeover Panel Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing a person’s interests in relevant securities (≥1%) and their purchase/sale details. It is a regulatory notification of significant shareholding positions and changes under the Takeover Code, not a director’s personal trade, dividend notice, or annual report. Therefore it best fits the Major Shareholding Notification category (MRQ).
2026-06-09 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 87% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under the UK Takeover Code, reporting a corporate entity’s crossing of a shareholding threshold (1%) in target companies and detailing subsequent trades. This matches the definition of a major shareholding notification (MRQ) — i.e., notification of changes in significant share ownership levels crossing regulatory thresholds.
2026-06-08 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 85% confidence The document is a Form 8.3 “Public opening position disclosure/dealing disclosure” under Rule 8.3 of the UK Takeover Code, detailing a person’s (Quilter PLC) interests and share dealings representing over 1% in a target company. This is a notification of changes in significant share ownership levels (crossing a threshold). It is not an earnings release, management report, or directors’ personal dealing form, but rather a major shareholding disclosure. Therefore, it best fits the Major Shareholding Notification category (MRQ).
2026-06-08 English

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