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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 2026-04-30 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 · 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 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 or insider. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and detail support a confident classification.
2026-04-30 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 dealings by Quilter PLC in relation to Advanced Medical Solutions Group PLC. The content focuses on insider share transactions and disclosures of significant shareholdings and dealings, including purchases and sales of shares. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives or significant shareholding disclosures. The document is not a full financial report, earnings release, or regulatory announcement but a specific disclosure of share dealings by a significant shareholder or insider. Therefore, the correct classification is Director's Dealing (DIRS).
2026-04-30 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, as per 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 filing is a notification of major shareholding changes or dealings by significant shareholders or entities connected to an offeror/offeree in a takeover context. It is not a financial report, earnings release, or management report, but a regulatory disclosure about shareholdings and dealings. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement but a full disclosure form.
2026-04-30 English
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

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