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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 2,458 across all filing types
Latest filing 2026-04-29 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 · 80% confidence The document is a UK RNS Form 8.3 “Public opening position disclosure/dealing disclosure” under Rule 8.3 of the Takeover Code, showing Quilter PLC’s interests in relevant securities at or above the 1% threshold with respect to LondonMetric Property PLC and Schroder REIT. This is a threshold-crossing major shareholding notification rather than a director trade, earnings release, or other report type. Therefore it falls under Major Shareholding Notification (MRQ).
2026-04-29 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 92% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8 of the UK Takeover Code, detailing holdings and transactions in securities where a party has a 1% or more interest. This is a regulatory notification of a major shareholding level crossing thresholds. It is not a report of financials, nor a meeting announcement, but a shareholding notification. Accordingly, it fits the Major Shareholding Notification category (MRQ).
2026-04-29 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, reporting a person’s interest in relevant securities exceeding a threshold. It details Quilter PLC’s shareholdings and transactions in target companies, consistent with a major shareholding threshold notification rather than an earnings release, management change, or AGM material. Therefore, it aligns with the “Major Shareholding Notification” category (MRQ).
2026-04-28 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 90% confidence The document is a London Stock Exchange RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It details a shareholding position above 1% and subsequent purchases/sales of another company’s stock. This corresponds to a Major Shareholding Notification (crossing or reporting a 1%+ threshold in relevant securities).
2026-04-28 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 84% confidence The document is a Form 8.3 public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, showing a person’s interests in relevant securities representing 1% or more and itemized transactions. This is a notification of changes in significant share ownership levels (crossing the 1% threshold), matching the definition of a Major Shareholding Notification.
2026-04-28 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 90% confidence The document is clearly a Form 8.3 disclosure under Rule 8.3 of the UK Takeover Code, detailing a person’s opening position and subsequent dealings once their holding in Advanced Medical Solutions Group PLC crossed 1%. This is a statutory major shareholding notification rather than an earnings release, AGM material, or director’s personal trade report. It aligns with a Major Shareholding Notification (MRQ).
2026-04-28 English

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