Quilter PLC is a UK- based wealth management company that provides advice and wealth management solutions and investment platform services to its customers across the world. Its objective is to create prosperity for its customers by providing long-term and valuable advice, delivering high-quality services and growing investment management performance. Quilter continuously seeks for opportunities to improve its effectiveness and efficiency, growing its business segments, encouraging returns with low risk by meeting the needs of its customers by choosing appropriate channels.
Quilter is an omni- channel wealth manager as customer can seek services through the channel, they are comfortable with. Today, Quilter is the second-largest advice firm in the UK and its 900,000 customers can access their services via Quilter advisor or independent advisor. It is also the second largest advisor-led investment platform in the UK, which provides technical support, high quality services and market-leading functionality at reasonable prices.
The products and services of Quilter are provided through three main segments: financial advice services, investment solution, and other wealth platforms. The financial advice services segment provides its services through Quilter Financial Planning, Quilter Financial Advisers and Quilter Private Client Advisers. Quilter financial planning provides face-to-face value advice via financial advisor only, with the motive to achieve customers’ financial goals.
Quilter Financial Advisers helps the clients with financial planning, from saving and investments till their retirement. The Quilter Private Client Advisers helps clients with complex financial matters. The investment solution segment provides their services through Quilter Cheviot and Quilter Investors. The Quilter Cheviot offers valuable portfolio services with its innovative investment process to built and protect the wealth of clients and the Quilter investors provides multi-asset investment advises.
The other wealth segment provides its services through platforms like Old Mutual wealth and Quilter International. The Old mutual wealth holds the client’s portfolio at one place and Quilter International segment provides its services in Africa, South East Asia, Europe, Latin America and Middle East.
Senator House, 85 Queen Victoria Street, London, EC4V 4AB