Skip to main content
Quilter PLC logo

Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
Open in API
Filings indexed 2,473 across all filing types
Latest filing 2025-05-08 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 detailing the grant of share options to the Chief Operating Officer. This falls under the category of Director's Dealing (DIRS), which covers reports of personal share transactions or option grants by company directors and executives.
2025-05-08 English
Form 8.3 - LondonMetric Property PLC
Regulatory Filings Classification · 95% 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 recent dealings in LondonMetric Property PLC by Quilter PLC. Since this is a specific regulatory disclosure regarding shareholdings and takeover-related activity that does not fit into the other specific categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Transaction in Own Shares', it is best classified as a Regulatory Filing (RNS).
2025-05-07 English
Form 8.3 - Urban Logistics REIT PLC
Regulatory Filings Classification · 98% 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 during an M&A transaction. It details shareholdings and dealings in Urban Logistics REIT PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions and dealings, not a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a standard regulatory disclosure form.
2025-05-07 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 95% 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 Assura PLC by Quilter PLC. While it relates to M&A activity, Form 8.3 is a specific regulatory disclosure document rather than a general M&A announcement (TAR). Given the specific nature of these disclosures and the lack of a more precise category for 'Takeover Code Disclosures', it falls under Regulatory Filings (RNS).
2025-05-07 English
Form 8.3 - LondonMetric Property PLC
Major Shareholding Notification Classification · 95% 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. It details share dealings and positions in relation to an offeror/offeree (LondonMetric Property PLC). While it is distributed via RNS (Regulatory News Service), it is a specific type of regulatory disclosure regarding major shareholdings and takeover-related activity, which falls under the 'Major Shareholding Notification' category.
2025-05-06 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' filing, 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 company. It details shareholdings and recent dealings in Assura PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of Form 8.3 filings in the UK regulatory framework, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure to a Regulatory Information Service.
2025-05-06 English

Browse filings by year

18 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.