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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 2026-04-23 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 · 65% confidence The document is a UK Form 8.3 ‘Public Opening Position Disclosure/Dealing Disclosure’ under Rule 8.3 of the Takeover Code, reporting a 1%+ holding and related sales in listed securities. This is a threshold shareholding notification rather than a corporate financial report or repurchase programme. It best fits the Major Shareholding Notification category.
2026-04-23 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 85% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” by Quilter plc and subsidiaries, disclosing a holding in excess of 1% and subsequent dealings in another company’s shares. This matches a Major Shareholding Notification rather than a share repurchase, dividend notice, or full regulatory report. Therefore it is classified as MRQ.
2026-04-23 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 85% confidence The document is a UK Takeover Code Form 8.3 – a public opening position disclosure and dealing disclosure by a person (Quilter PLC) holding 1% or more of another company’s securities, including changes in that shareholding. This is not an AGM pack, earnings release, or a board change notice, nor is it a report of the company buying back its own shares. It is a notification of changes in significant share ownership levels, matching the “Major Shareholding Notification (MRQ)” category.
2026-04-23 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 78% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing Quilter PLC’s holdings in LondonMetric and Schroder Real Estate, i.e. an opening position disclosure by a person with interests ≥1% in relevant securities. This is a regulatory threshold shareholding notification (not a director’s personal trade), matching the “Major Shareholding Notification” category (Code: MRQ).
2026-04-22 English
Form 8.3 Announcement
Major Shareholding Notification Classification · 92% confidence The document is a Form 8.3 Public Opening Position Disclosure under Rule 8.3 of the UK Takeover Code. It discloses that Quilter PLC and subsidiaries hold more than 1% of LondonMetric Property plc shares, reporting the position and subsequent dealings. This is not an annual or interim report, earnings release, or management announcement, but a mandatory threshold disclosure of significant share ownership. Therefore, it is classified as a Major Shareholding Notification.
2026-04-22 English
Quilter plc - First Quarter 2026 Trading Statement
Earnings Release Classification · 91% confidence The document is a press‐style trading statement issued via RNS summarizing first quarter 2026 performance (net inflows, AuMA, CEO commentary, and key metrics tables). It does not contain full interim financial statements or notes, but rather high-level highlights. This aligns with an initial quarterly results announcement (“Earnings Release”). Q1 2026
2026-04-22 English

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