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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 2,485 across all filing types
Latest filing 2026-05-21 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 · 98% confidence The document is a Regulatory News Service (RNS) announcement detailing multiple share transactions by the company’s directors and persons discharging managerial responsibilities (PDMRs), including reinvestment of dividends, conditional awards, and purchases of ordinary shares. This falls squarely under insider/director share dealings disclosures rather than a financial report, dividend notice, or other category. Therefore, it should be classified as Director’s Dealing (DIRS).
2026-05-21 English
Notification of transactions by Directors and Persons Discharging Managerial Responsibilities ("PDMRs")
Director's Dealing Classification · 93% confidence The document is a notification of transactions by Directors and Persons Discharging Managerial Responsibilities (PDMRs) in the company’s ordinary shares, detailing insider purchases, dividend reinvestments, and conditional awards. This falls squarely under Director’s Dealing filings.
2026-05-21 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 by a Person with Interests in Relevant Securities Representing 1% or More” under the UK Takeover Code. It details the holder’s stake (above the 1% threshold) and share transactions. This aligns with notifications of changes in significant share ownership levels (crossing thresholds). Therefore, it is classified as a Major Shareholding Notification.
2026-05-20 English
Form 8.3 announcement
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” by a person or entity holding 1% or more in relevant securities. This is a notification of a major shareholding (crossing the 1% threshold) rather than an insider director dealing or other filing. It matches the Major Shareholding Notification category (MRQ).
2026-05-20 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is a Form 8.3 public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing interests and dealings in relevant securities upon crossing the 1% ownership threshold. This matches the definition of a major shareholding notification.
2026-05-19 English
Form 8.3 announcement
Major Shareholding Notification Classification · 92% confidence The document is a Form 8.3 public opening position/dealing disclosure under Rule 8.3 of the UK Takeover Code, showing that Quilter plc (and subsidiaries) holds over 1% in another listed company and detailing purchases and sales of that company’s shares. This is a notification of a major shareholding and related dealings (crossing the 1% threshold), fitting the definition of a Major Shareholding Notification rather than a director’s personal dealing.
2026-05-19 English

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