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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 2,465 across all filing types
Latest filing 2026-01-30 Regulatory Filings
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
PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES Rule 8.3
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3', which is a standard regulatory disclosure required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details positions and dealings in the securities of 'British Land Company plc' by 'Quilter PLC'. This type of filing is a specific regulatory requirement for transparency during takeover situations and does not fit into categories like Annual Reports, Earnings Releases, or Director's Dealings (which are for company insiders). Therefore, it is classified as a Regulatory Filing (RNS).
2026-01-30 English
Form 8.3 - British Land Company plc
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and dealings in the securities of British Land Company plc by Quilter PLC. As this is a specific regulatory disclosure form mandated by the Takeover Panel and distributed via an RNS (Regulatory News Service), it falls under the 'Regulatory Filings' category.
2026-01-29 English
PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES Form 8.3
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details positions and dealings in the securities of 'British Land Company plc' by 'Quilter PLC'. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it reports significant share ownership and changes in holdings related to takeover activity.
2026-01-29 English
Q4 2025 Trading Statement
Earnings Release Classification · 100% confidence The document is a 'Fourth Quarter 2025 Trading Statement' for Quilter plc. It provides key financial highlights, including Assets under Management and Administration (AuMA), net inflows, and segment performance for the quarter and full year. It includes detailed data tables and management commentary. This document is an initial announcement of quarterly financial results (key highlights only) rather than a full interim or annual report, fitting the definition of an Earnings Release (ER). Q4 2025
2026-01-21 English
Fourth Quarter 2025 Trading Statement: Record quarter despite budget uncertainty
Earnings Release Classification · 100% confidence The document is a 'Trading Statement' for Quilter plc covering the fourth quarter of 2025. It provides key financial highlights, including Assets under Management and Administration (AuMA), net inflows, and performance metrics. It is an initial announcement of quarterly financial results (key highlights only) rather than a full interim or annual report. According to the filing definitions, this fits the 'Earnings Release' (ER) category, as it is a periodic announcement of financial performance. Q4 2025
2026-01-21 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is a 'TR-1: Standard form for notification of major holdings' filed by Coronation Fund Managers regarding their interest in Quilter PLC. This is a classic regulatory disclosure form used in the UK to notify the market when a shareholder crosses a specific voting rights threshold (in this case, 17.349314%). This fits the definition of a Major Shareholding Notification (MRQ).
2026-01-16 English

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