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Has the platform made a profit or loss over the last three years?

The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning businesses under Quilter Financial Planning, Quilter's Platform and Quilter Investors, the multi-asset investment solutions business.

The last three years’ Adjusted Profit before tax (AP) and Net Flows (NCCF) for the Affluent business segment are shown below:

31 Dec 2021 31 Dec 2022 31 Dec 2023
AP
(£ million)
NCCF
(£ billion)
AP
(£ million)
NCCF
(£ billion)
AP
(£ million)
NCCF
(£ billion)
111 2.9 105 1.1 124 1.1

Source: Quilter plc 2023 full year results, March 2024