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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 2026-03-31 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 · 85% confidence The document is RNS Form 8.3, a Public Opening Position/Dealing Disclosure under Rule 8.3 of the UK Takeover Code. It details holdings and trading activity by Quilter PLC (a person with ≥1% interest) in the securities of a target company (LondonMetric and Schroder REIT) in relation to a takeover offer. This is not an AGM pack, earnings release, or report publication announcement; rather it is a notification of significant share ownership and related dealing activity. Such filings are classified as Major Shareholding Notifications (MRQ).
2026-03-31 English
Form 8.3 - BRCK Group plc
Major Shareholding Notification Classification · 83% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” filed under Rule 8.3 of the UK Takeover Code. It is a structured regulatory notice of a person’s interests in relevant securities (here Quilter PLC’s 2.71% interest in BRCK Group plc) at or above the 1% threshold. This is not a director’s personal trade (DIRS), nor an announcement of a merger, dividend or new report, but a threshold shareholding notification. The best match among our categories is Major Shareholding Notification (MRQ).
2026-03-31 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” showing a person’s interests in relevant securities of another company representing 1% or more. This is a regulatory threshold shareholding disclosure, not a director’s personal dealing or an M&A announcement. It matches “Major Shareholding Notification” (Code: MRQ).
2026-03-31 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 85% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More” under the UK Takeover Code. It discloses Quilter PLC’s shareholding positions and transactions, indicating it has crossed the 1% threshold in relevant securities. This aligns with a major shareholding notification requirement rather than an earnings release, director dealing, or other category.
2026-03-31 English
Director/PDMR Shareholding
Director's Dealing Classification · 95% confidence The document is an RNS notification titled “Notification of transactions by Directors and Persons Discharging Managerial Responsibilities (‘PDMRs’)” for Quilter plc, listing share awards, vestings, sales and acquisitions by named directors and PDMRs. This clearly corresponds to insider share transactions by directors and senior management. Therefore, it is a Director’s Dealing filing.
2026-03-31 English
Notification of transactions by Directors and Persons Discharging Managerial Responsibilities ("PDMRs")
Director's Dealing Classification · 95% confidence The document is titled “Notification of transactions by Directors and Persons Discharging Managerial Responsibilities (PDMRs)” and provides detailed tables of share awards, vestings, acquisitions, and sales by multiple directors and PDMRs. This matches the definition for Director’s Dealing (insider trades) disclosures. There is no indication of AGM materials, earnings release, or broader financial report – it purely lists personal share transactions by executives. Therefore it is classified as DIRS.
2026-03-31 English

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