Quilter’s history

The earliest incarnation of Quilter Cheviot, William Morris and Sons is formed. It’s a partnership of 150 stockbrokers that created a club at Jonathan’s Coffee House.

Skandia Life is formed by a group of executives from the Swedish insurer Skandia.

• Old Mutual Wealth separates from Old Mutual and rebrands to Quilter. Quilter plc lists on the London and Johannesburg Stock Exchanges.
• Financial Adviser School (acquired by Intrinsic from Sesame in 2016) rebrands to Quilter Financial Adviser School.
• Old Mutual Global Investors sold.
• Old Mutual Wealth Private Client Advisers becomes Quilter Private Client Advisers.
• Old Mutual Investment Management becomes Quilter Investors.

• Intrinsic rebrands to Quilter Financial Planning.
• Quilter Financial Planning acquires Charles Derby Group.
• Quilter Financial Planning acquires Lighthouse Group Limited.
• The sale of Quilter Life Assurance.

Charles Derby Financial Services becomes Quilter Financial Advisers.

• Old Mutual Wealth UK becomes Quilter.
• The sale of Quilter International completes the journey to deliver a focused UK wealth management business.

• Quilter Private Client Advisers becomes Quilter Cheviot Financial Planning.

• Quilter plc completes the acquisition of NuWealth

• Quilter Cheviot Financial Planning becomes Quilter Cheviot