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Quilter PLC - Quilter plc - Investor conference presentation

RNS Number : 9230Z
Quilter PLC
24 September 2020

24 September 2020

Quilter plc


Investor Conference Presentation


Paul Feeney, Quilter plc Chief Executive Officer, is today presenting at the Bank of America Financials CEO virtual conference. No material new information will be discussed.

A copy of the slide presentation will be published on Quilter's website

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Investor Relations:

John-Paul Crutchley                    +44 (0)7741 385 251

Keilah Codd                               +44 (0)7776 649 681



Jane Goodland                           +44 (0)7790 012 066


Tim Skelton-Smith                      +44 (0)7824 145 076



Geoffrey Pelham-Lane                +44 (0)20 3757 4985


Company Secretary:


Patrick Gonsalves                       +44 (0)20 7778 9670     



About Quilter plc


Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.


Quilter plc oversees £107.4 billion in customer investments (as at 30 June 2020).


It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.


The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.


Advice and Wealth Management encompasses the financial planning businesses, Quilter Financial Planning, Quilter Private Client Advisers and Quilter Financial Advisers; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business. Wealth Platforms includes the Old Mutual Wealth UK Platform and Quilter International, including AAM Advisory in Singapore.


Since its IPO in June 2018, the Group's businesses have progressively re-branded to Quilter. The UK Platform will be the final business to rebrand; this will follow the safe delivery of the new platform technology. Descriptor for re-branded business units:




Quilter Financial Planning

Old Mutual Wealth Private Client Advisers

Quilter Private Client Advisers

Quilter Investors

Quilter Investors

Quilter Cheviot

Quilter Cheviot

UK Platform

Quilter Investment Platform


Quilter International


This announcement may contain certain forward-looking statements with respect to certain Quilter plc's plans and its current goals and expectations relating to its future financial condition, performance and results. 

By their nature, all forward-looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Quilter plc's control including amongst other things, international and global economic and business conditions, the implications and economic impact of the COVID-19 pandemic, the implications and economic impact of several scenarios of the UK's future relationship with the EU in relation to financial services, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Quilter plc and its affiliates operate. As a result, Quilter plc's actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Quilter plc's forward-looking statements.

Quilter plc undertakes no obligation to update the forward-looking statements contained in this announcement or any other forward-looking statements it may make.

Nothing in this announcement should be construed as a profit forecast.

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Quick facts: Quilter PLC

Price: 132

Market: LSE
Market Cap: £2.38 billion

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