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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 2,459 across all filing types
Latest filing 2026-05-25 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 announcement
Major Shareholding Notification Classification · 90% confidence The document is UK Takeover Code Form 8.3, a public opening position disclosure by Quilter PLC showing that it holds over 1% of Advanced Medical Solutions Group PLC securities and detailing dealings. This is not an earnings release or AGM material, nor a management change or legal proceeding. It is a notification of a major shareholding threshold being crossed and related transactions. Therefore it maps to Major Shareholding Notification (MRQ).
2026-05-25 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 92% confidence The document is a London Stock Exchange RNS Form 8.3 “PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE” for a person holding 1% or more of relevant securities. This is a threshold-crossing shareholding notification rather than a director’s personal dealing, regulatory report publication, or other category. It therefore falls under Major Shareholding Notification (MRQ).
2026-05-22 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Director's Dealing Classification · 92% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, detailing shareholdings and purchases/sales by Quilter PLC (and subsidiaries) in LondonMetric and Schroder Real Estate. It reports insider transactions (open positions and dealings) by a person with interests of 1% or more, matching the definition of a Director’s Dealing disclosure.
2026-05-21 English
Form 8.3 announcement
Major Shareholding Notification Classification · 90% confidence The document is a UK Takeover Code Form 8.3 (“Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More”), which is a statutory notification of significant shareholdings and dealings by a shareholder (Quilter PLC) in LondonMetric Property plc (and related parties). This is not a company report, earnings release or annual report; it is specifically a major shareholding notification/disclosure under the Takeover Code. Therefore, it best fits the “Major Shareholding Notification” category (Code: MRQ).
2026-05-21 English
Director/PDMR Shareholding
Director's Dealing Classification · 98% confidence The document is a Regulatory News Service (RNS) announcement detailing multiple share transactions by the company’s directors and persons discharging managerial responsibilities (PDMRs), including reinvestment of dividends, conditional awards, and purchases of ordinary shares. This falls squarely under insider/director share dealings disclosures rather than a financial report, dividend notice, or other category. Therefore, it should be classified as Director’s Dealing (DIRS).
2026-05-21 English
Notification of transactions by Directors and Persons Discharging Managerial Responsibilities ("PDMRs")
Director's Dealing Classification · 93% confidence The document is a notification of transactions by Directors and Persons Discharging Managerial Responsibilities (PDMRs) in the company’s ordinary shares, detailing insider purchases, dividend reinvestments, and conditional awards. This falls squarely under Director’s Dealing filings.
2026-05-21 English

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