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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 2026-05-06 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 - 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
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, 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 insiders. It is not a financial report, earnings release, or management report. It fits the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is a full disclosure form rather than a brief announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2026-05-06 English
Form 8.3 Announcement
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 transactions by Quilter PLC in relation to Advanced Medical Solutions Group PLC. The content focuses on insider or director dealings in shares, including purchases and sales, and does not contain financial statements, management discussion, 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 and content confirm it is not a brief announcement or a report publication notice but a full disclosure form. Therefore, the correct classification is DIRS.
2026-05-06 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 95% 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, as per 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 and dealings by a significant shareholder, fitting the category of Major Shareholding Notification (MRQ). The document length (8809 characters) and detailed disclosure of share positions and dealings confirm it is not a brief announcement or a report publication. Therefore, the correct classification is MRQ with high confidence.
2026-05-05 English
Form 8.3 - Advanced Medical Solutions Group plc
Director's Dealing 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 document reports insider or significant share transactions by company directors or major shareholders. It is not an annual report, earnings release, or any other financial report. It fits the definition of Director's Dealing (DIRS) as it reports personal share transactions by company directors and executives or significant shareholders. The document length and content confirm it is a full disclosure, not just an announcement or certification.
2026-05-05 English

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