- 1984 – Pioneers multi-manager investing in the UK (the UK’s first platform offering).
- 1993 – Launches the UK’s first fund supermarket, Skandia Life PEP Managers Limited, later to become Skandia MultiFUNDS Limited.
- 1995 – Launches the online platform, SkandiaWrap, later to become SkandiaView.
- 2006 – Brings Selestia Investment Solutions platform into the Skandia proposition.
- 2009 – Selestia Investment Solutions changes to Skandia Investment Solutions (SIS) and migration of clients from SMFL completes. SIS was the trading name for the platform business Skandia MultiFUNDS Ltd (SMFL) and the life company, Skandia MultiFUNDS Assurance Limited (SMAL).
- 2014 – Skandia UK rebrands as Old Mutual Wealth and buys the Intrinsic financial advice network.
- 2014 – Launches WealthSelect, one of the first managed portfolio services to offer advisers access to a range of actively managed, risk-targeted multi-asset portfolios.
- 2015 – Old Mutual Wealth buys Quilter Cheviot Discretionary Asset Management.
- 2016 – Old Mutual plc announces a ‘Managed Separation’ strategy, which aims to separate its underlying businesses, including the Old Mutual Wealth Group.
- 2017 – Announcement of Quilter as the new name for the Old Mutual Wealth Group.
- 2018 – Quilter plc lists independently on the London and Johannesburg stock exchanges and later confirms the rebrand of the multi-asset investment business to Quilter Investors.
- 2019 – Quilter confirms the successful rebrand of Intrinsic to Quilter Financial Planning and completes the sale of its heritage life assurance business to ReAssure.
- 2020 – Quilter confirms the successful rebrand of its international business, which becomes Quilter International.
- 2021 – Old Mutual Wealth’s UK Platform successfully completes its move to new technology, supplier, FNZ and rebrands as Quilter.
- 2021 – Quilter completes the sale of Quilter International to Utmost Group.
- 2022 – Significantly expands range of successful WealthSelect managed portfolios, with full spectrum of portfolios to cover clients’ risk, investment preferences with an ESG overlay.
- 2023 – Quilter introduced additional adviser model ‘Quilter Partners’ – delivering a franchise-style model where adviser firms operate under a co-branded arrangement
- 2024 – Quilter fully launches platform-integrated