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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 2,491 across all filing types
Latest filing 2026-05-18 Transaction in Own Shar…
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
Transactions in own shares
Transaction in Own Shares Classification · 92% confidence The document is a formal announcement by Quilter plc detailing the number of ordinary shares the company has repurchased on the London and Johannesburg Stock Exchanges, including dates, quantities, price ranges, aggregate costs, and the intention to cancel the shares. This matches the definition of a report on transactions in own shares (share buybacks).
2026-05-18 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 82% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under the UK Takeover Code, detailing a person’s interests and trades once they hold 1% or more. This is a threshold crossing notification of significant shareholding rather than an AGM, earnings release, financing update, or director share dealing by an officer for their own company. It therefore fits the Major Shareholding Notification category (MRQ).
2026-05-15 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” providing details of significant shareholdings (1.03%) and associated transactions by Quilter plc in relevant securities of LondonMetric Property plc and Schroder Real Estate Investment Trust. This matches a major shareholding notification rather than a corporate annual or interim report, insider trade by management, or share buyback. Therefore it should be classified as a Major Shareholding Notification (MRQ).
2026-05-15 English
Shareholder resolutions
AGM Information Classification · 85% confidence The document is titled “Resolutions of Quilter PLC (passed on 14 May 2026)” and contains the text of special resolutions approved at the company’s Annual General Meeting. It is not presenting financial results or a proxy statement but is clearly AGM meeting material (the formal resolutions passed and filed). This matches the AGM Information category rather than an earnings release, capital change notice, or general regulatory fallback.
2026-05-14 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 95% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More” under Rule 8.3 of the UK Takeover Code. It reports Quilter PLC’s crossing and dealing around a 1% shareholding threshold in Advanced Medical Solutions Group PLC. This is precisely a Major Shareholding Notification (MRQ).
2026-05-14 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 94% confidence The document is a Form 8.3 public opening position disclosure under Rule 8.3 of the UK Takeover Code, published via RNS, detailing a person’s interests in relevant securities representing 1% or more and related dealings. This corresponds to a major shareholding notification (threshold crossing).
2026-05-14 English

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