Quilter plc provides advice-led investment solutions and investment platforms in the United Kingdom and internationally. The company operates in two segments, Advice and Wealth Management, and Wealth Platforms.
The Advice and Wealth Management segment develops and manages various investment solutions in the form of funds. It also offers discretionary and advisory wealth management services to private investors and corporate pension funds, trusts, and charities; and mortgage and financial planning advice, and financial solutions for individuals and businesses.
The Wealth Platforms segment provides advice based predominantly unit-linked wealth management products and services; and protection and institutional pension products. It also operates a platform that offers cross-border investment solutions aimed primarily at affluent and high net worth residents seeking investment solutions outside of the United Kingdom, as well as expatriates and international investors in selected offshore markets.
The company was incorporated in 2007 and is based in London, the United Kingdom.