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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 2026-05-07 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
Form 8.3 - Advanced Medical Solutions Group plc
Director's Dealing Classification · 100% confidence The document is a Form 8.3 filing, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and transactions by Quilter PLC related to Advanced Medical Solutions Group PLC. The content focuses on share ownership percentages, purchases, sales, and derivative positions. This type of filing corresponds to notifications of major shareholding changes or insider dealings. Given the detailed disclosure of share transactions and holdings by a company director or entity, this fits the category of Director's Dealing (DIRS). The document is not an annual report, earnings release, or any other financial report, nor is it a simple announcement or regulatory filing. The length and detail confirm it is a substantive disclosure of dealings in own shares by a director or related party.
2026-05-07 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and transactions by Quilter PLC related to a consortium offer involving LondonMetric Property PLC and Schroder Real Estate Investment Trust Limited. The content focuses on share ownership percentages, purchases, sales, and derivative positions. There is no financial performance data, management discussion, or report publication. This type of document is a notification of major shareholding changes or dealings by a significant shareholder. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence in this classification.
2026-05-07 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, as per Rule 8.3 of the Takeover Code. It details shareholdings and dealings in securities, including purchases and sales, and is related to disclosures of significant share ownership and transactions. This type of document corresponds to notifications of changes in significant share ownership levels, which aligns with the category 'Major Shareholding Notification' (MRQ). The document is not a financial report, management information, or regulatory filing but a specific disclosure of shareholding positions and dealings.
2026-05-07 English
Form 8.3 Announcements
Major Shareholding Notification Classification · 95% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and transactions by Quilter PLC and related parties, including purchases and sales of securities. This type of document is a notification of major shareholding changes or dealings by significant shareholders or related parties. It is not a financial report, earnings release, or management report, but a regulatory disclosure about share ownership and transactions. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a full disclosure, not just an announcement or certification, so MRQ is appropriate with high confidence.
2026-05-07 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Director's Dealing Classification · 100% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, as per Rule 8.3 of the Takeover Code. It details shareholdings and dealings by Quilter PLC and related parties in securities of LondonMetric Property plc and Schroder Real Estate Investment Trust Limited. The content focuses on insider share transactions and disclosures related to significant shareholdings and dealings, not on financial results, management changes, or other report types. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives (insider trades). The document length is 8700 characters, sufficient for a detailed disclosure. Therefore, the correct classification is DIRS (Director's Dealing).
2026-05-06 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing under Rule 8.3 of the Takeover Code, which is a public opening position disclosure or dealing disclosure by a person with interests in relevant securities representing 1% or more. It details shareholdings and transactions by Quilter PLC related to Advanced Medical Solutions Group PLC. This type of filing is a notification of major shareholding or changes in significant share ownership levels. It is not a financial report, earnings release, or management report. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a full disclosure, not just an announcement or certification.
2026-05-06 English

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