Quilter’s platform is a leading investment platform provider of advice-based wealth management products and services in the UK. Since 1979, we’ve worked hard to tailor our proposition to match the changing needs and requirements of advisers and their clients.
Our platform is the largest retail advised platform in the UK by assets under management1, well positioned in a market benefitting from strong structural growth drivers. Since 2015 the overall wealth market grew by roughly 10% compound and stands at around £1.8 trillion2. Regulatory and digital trends have encouraged flows to consolidate onto platforms and we expect those trends to continue.
The sustainability of Quilter’s business model is dependent on several factors, including the strength of our financial position, the quality of our products and services, the company’s reputation, and our ability to attract and retain clients. This is evidenced in the following ways:
- We’ve achieved an AKG financial strength rating of A (Superior) in 2024, and hold over £82.5bn AuM as at 30 September 2024.
- Quilter’s Affluent segment (which includes Quilter’s platform) continues to make a profit, generating adjusted profit before tax of £124 million for the full year 2023.
- Our award-winning online platform offers state-of-the-art technology, providing access to a comprehensive range of products and investments designed to meet the needs of our clients.
- We’re constantly re-investing in improvements and technology upgrades, both for our advisers and their clients.
- We’ve embedded environmental, social and governance (ESG) considerations across the business, with the understanding that responsible business management is key to an organisation’s long-term success.
- We’re helping advisers build relationships across the generations, with intergenerational wealth transfer supporting the future sustainability of the industry. This proposition allows us to help clients achieve their goals and adviser firms run efficiently and grow their business.
1Source: the lang cat Platform Market Scorecard, November 2024
2Fundscape Platform report Q4 2022 Retail Advised Platform AuA, adding £148 billion St. James Place AuM. Compeer UK Wealth Management Report, 2022 and Boring Money Online Investing Report, 2022 – Using multiple sources results in some overlap in underlying participants and AuMA