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Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
Filings indexed 2,465 across all filing types
Latest filing 2025-10-15 Director's Dealing
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
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of a transaction by a Person Discharging Managerial Responsibilities (PDMR), specifically Chris Samuel, a Non-executive Director of Quilter plc. It details the acquisition of shares via dividend reinvestment, including the price, volume, and date of the transaction. This aligns perfectly with the definition of a Director's Dealing (DIRS) filing.
2025-10-15 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 shareholding in Quilter PLC. This is a regulatory requirement for disclosing when a shareholder crosses a specific voting rights threshold. According to the provided definitions, this falls under 'Major Shareholding Notification' (MRQ).
2025-10-15 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of a share transaction by a Person Discharging Managerial Responsibilities (PDMR), specifically Penny Cole, the Chief People Officer of Quilter plc. It details the sale of 100,000 shares, including the price, date, and venue of the transaction. This aligns perfectly with the definition of a Director's Dealing (DIRS) filing, which covers personal share transactions by company directors and executives.
2025-10-14 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 regulatory requirement for disclosing when a shareholder crosses a specific voting rights threshold. According to the provided definitions, this falls under 'Major Shareholding Notification' (MRQ).
2025-10-13 English
Form 8.3 - APQ Global Limited
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. This document specifically details Quilter PLC's position in APQ Global Limited. Since this is a mandatory regulatory disclosure regarding shareholdings and takeover-related interests, it falls under the 'Major Shareholding Notification' category.
2025-10-03 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of transactions by Directors and Persons Discharging Managerial Responsibilities (PDMRs) at Quilter plc. It details share transactions, including dividend reinvestments and conditional entitlements related to share incentive plans. This aligns perfectly with the definition of 'Director's Dealing' (DIRS), which covers personal share transactions by company directors and executives.
2025-09-25 English

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