Quilter Investors
- Company typePublic
- Founded2018
- HeadquartersLondon, United Kingdom
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
Quilter Investors firmographics
Firmographics- Name
- Quilter Investors
- Legal name
- Quilter plc
- Website
- https://quilterinvestors.com
- Company type
- Public
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
Quilter Investors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Quilter Investors is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Quilter Investors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset Management and Advisory Fees: Quilter generates revenue through management fees on its range of investment funds and platforms, including Quilter Investors funds, Platform funds, and multi-asset investment solutions. Additional revenue comes from financial advice services.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Quilter Investors product offering
Product offeringCore offering
Quilter Investors is the fund management division of Quilter plc, providing multi-asset investment solutions, managed portfolio services (including MPS WealthSelect), and a range of investment funds. It distributes these offerings through the Quilter Invest online platform, Quilter Financial Advisers, Quilter Cheviot discretionary management, and third-party financial advisers, serving UK investors across retirement, trust planning, and responsible investment needs.
Product overview
Quilter Investors is a financial services company offering a platform-plus-services architecture. The core offering includes Quilter Invest (online investment platform), Quilter Financial Advisers (advice services), and Quilter Cheviot (discretionary investment management). Investment products span Multi-Asset Investment Solutions, Quilter Investors Funds, and Platform Funds. Additional services include Trust Planning, Retirement planning, and Responsible Investment options. The MPS WealthSelect service provides access to sub-advised mandates including the newly launched Quilter Investors Long-Short Equity Fund managed in partnership with JPMAM.
Differentiator
Problem solved
Functional benefit
Brands
- Quilter Investors: Fund management division offering multi-asset investment solutions and managed portfolio services including MPS WealthSelect
- Quilter Cheviot
- Quilter Financial Advisers
- Quilter Invest
- Quilter Foundation
Products and services
- Quilter Invest
Companies that use Quilter Investors
Customer profileSegments3 records
Ideal customer profiles3 records
Quilter Investors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Quilter Investors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- J.P. Morgan Asset Management (JPMAM)coreQuilter appointed JPMAM as the fund manager for the new Quilter Investors Long-Short Equity fund. The fund is based on JPMAM's existing Consumer Long-Short strategy and has been added to Quilter's sub-advised mandates including the MPS WealthSelect service. JPMAM provides quant signals, machine learning, and fundamental analysis capabilities for the strategy targeting consumer-related companies.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Quilter Investors competitors and assessment
Company assessmentDirect peers
- St. James's Place: Large UK wealth manager using a restricted adviser model to distribute in-house and third-party managed portfolios and funds. Closely comparable to Quilter's vertically integrated advice + platform + fund architecture.
- Rathbones Group: UK-listed discretionary wealth manager and fund manager offering bespoke portfolios and managed fund services to private clients and advisers. Direct comparable to Quilter Cheviot and Quilter Investors' fund ranges.
- Hargreaves Lansdown: Largest UK direct-to-consumer investment platform with extensive fund supermarket and own-range multi-asset portfolios. Directly comparable to Quilter Invest's platform and fund-distribution role.
- Brooks Macdonald: UK discretionary wealth manager providing bespoke portfolio management and fund solutions to private clients and advisers. Comparable to Quilter Cheviot's bespoke offering and Quilter Investors' MPS-style services.
- Evelyn Partners: UK wealth manager and professional services firm offering discretionary investment management, financial planning and fund solutions. Direct comparable to Quilter Cheviot and Quilter Financial Advisers.
- Investec Wealth & Investment: UK and international private client wealth manager offering discretionary portfolio management, financial planning and adviser-supported fund solutions. Comparable to Quilter Cheviot and Quilter Investors' bespoke offering.
Broad incumbents
- Abrdn: Global asset and wealth manager with a substantial UK adviser-platform and fund business (Abrdn Wrap, Abrdn funds). Overlaps with Quilter Investors in multi-asset funds and adviser distribution in the UK.
- Schroders: Global asset manager with a UK private-client and adviser-facing wealth business (Schroders Personal Wealth, Cazenove). Overlaps with Quilter Investors' multi-asset funds and adviser distribution.
- Aviva Investors (Aviva UK platform): Large UK life-and-pensions group with adviser platform, multi-asset funds and adviser-facing wealth capabilities. Comparable to Quilter's platform and multi-asset fund range within UK adviser distribution.
Regional players
- IG Group: UK-headquartered investment platform with fund, share dealing and ISA/SIPP services. Comparable platform functionality to Quilter Invest, although its primary focus is execution/self-directed rather than advised wealth.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Quilter Investors social profiles
Digital presenceQuilter Investors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quilter Investors leadership team
Management profileNumber of profiles
Quilter Investors subsidiaries and ownership
Company hierarchySubsidiaries4 records
Quilter Investors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quilter Investors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quilter Investors
What does Quilter Investors do?
Quilter Investors is the fund management division of Quilter plc, providing multi-asset investment solutions, managed portfolio services (including MPS WealthSelect), and a range of investment funds. It distributes these offerings through the Quilter Invest online platform, Quilter Financial Advisers, Quilter Cheviot discretionary management, and third-party financial advisers, serving UK investors across retirement, trust planning, and responsible investment needs.
Is Quilter Investors a public or private company?
Quilter Investors is a public company. It is classified as public and is currently operating.
When was Quilter Investors founded?
Quilter Investors was founded in 2018. It employs 1,001 to 5,000 people.
Where is Quilter Investors based?
Quilter Investors is headquartered in London, United Kingdom, in the Europe region.
How does Quilter Investors make money?
One revenue line is on record: asset Management and Advisory Fees.
Who are Quilter Investors's main competitors?
Direct peers on record are St. James's Place, Rathbones Group, Hargreaves Lansdown, Brooks Macdonald, Evelyn Partners and Investec Wealth & Investment. Broad incumbents are Abrdn, Schroders and Aviva Investors (Aviva UK platform). IG Group is listed as a regional player.
Does Quilter Investors have an API?
No public API is recorded for Quilter Investors.
What industry is Quilter Investors in?
Quilter Investors's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.