Quilter International

What Quilter International does

Quilter International operates as Quilter plc, a UK public limited company headquartered in London (Senator House, 85 Queen Victoria Street) providing integrated wealth management services to individual investors, trust planning customers, and retirement planning customers. Its core offering combines financial advice, an investment platform, fund management, and discretionary portfolio management, delivered through wholly-owned subsidiaries: Quilter Financial Advisers (advice), Quilter Investors (funds), Quilter Invest (platform), and Quilter Cheviot (bespoke discretionary portfolios). Technology consists of a central portal for advisers and customers to manage investments online, complemented by a mobile app for on-the-go investing, plus a multi-asset investment solutions range and an extensive platform fund lineup.

The business model is fee-based and recurring across four primary streams: financial advisory services, investment platform services (including Quilter Investors funds and platform funds), discretionary investment management via Quilter Cheviot, and trust and retirement/pension planning services. Quilter distributes through a UK-wide network of in-house and third-party financial advisers, a self-serve online platform, a mobile application, and a direct discretionary channel for higher-net-worth clients. The go-to-market is predominantly sales-led (adviser-mediated) with self-serve/PLG complements. The company markets through its official website, an adviser finder service, and corporate communications, and signals regulatory compliance via FCA-approved entities (Quilter Financial Services Ltd, Quilter Financial Ltd, and Lighthouse Advisory Services Limited). Specific pricing is not publicly disclosed.

Name

Quilter International

Legal name

Quilter plc

Website

https://www.quilterinternational.com/

Company type

Public

Founded year

1984

Operating status

Operating

Headcount range

251–500 employees

Short description

Quilter plc is a UK wealth management group providing integrated financial advice, an investment platform, fund management, and discretionary portfolio management to individual investors, trust, and retirement planning customers through wholly-owned subsidiaries and a national adviser network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Financial advisory
• Investment platform
• Retirement planning
• Discretionary portfolio management

Headquarters

HQ city

Belle Isle

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Financial Advisory Services: Quilter provides financial advice services through Quilter Financial Advisers, generating revenue from advisory fees charged to clients for financial planning and investment advice.
2. Investment Platform Services: Multi-asset investment solutions and fund management through the Quilter platform, including access to Quilter Investors funds, platform funds, and managed portfolios.
3. Discretionary Investment Management: Quilter Cheviot provides bespoke investment portfolio management services on a discretionary basis.
4. Trust and Retirement Planning Services: Trust planning and retirement/pension services including plan management for comfortable retirement.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

Quilter International provides wealth management and financial advisory services to individual investors, combining discretionary investment management, an online investment platform, multi-asset portfolios, and retirement and trust planning solutions. It operates through subsidiary brands Quilter Cheviot, Quilter Financial Advisers, and Quilter Investors, delivering advised, discretionary, and self-directed propositions under one UK-headquartered group.

Product overview

Quilter is a financial advice and investment management company offering a comprehensive platform-based approach to wealth management. The core offering centers on the Quilter Invest platform combined with Quilter Financial Advisers advisory services, supported by the Quilter Cheviot discretionary investment management arm for bespoke portfolios. The product portfolio includes multi-asset investment solutions, Quilter Investors Funds, and an extensive range of platform funds. Additional services encompass online account management, trust planning, retirement/pension services, responsible investment options, and a mobile app for on-the-go access. The company positions itself as providing both the advice and the financial products needed to execute a financial plan.

Differentiator

Problem solved

Functional benefit

Brands

• Quilter Financial Advisers: Financial advisers providing advice services to help customers achieve their financial goals.
• Quilter Invest
• Quilter Cheviot
• Quilter Investors

Products and services

• Quilter Invest

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager with discretionary investment management and adviser network, highly comparable to Quilter's Cheviot arm and broader wealth proposition.
• St. James's Place: UK-listed wealth manager built around a national financial adviser network and discretionary funds; directly comparable to Quilter in adviser-led model, product range, and target HNW/affluent UK client base.
• Rathbones Group: UK wealth and investment manager offering discretionary portfolio management and advisory services, overlapping closely with Quilter Cheviot's discretionary proposition and broader platform offerings.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform with self-directed and advised service; directly comparable to Quilter's platform and self-serve digital channels serving UK retail investors.
• AJ Bell: UK investment platform provider serving retail and adviser customers; competes with Quilter's platform for advised and DIY client assets under administration.
• Interactive Investor: UK subscription-based investment platform serving self-directed investors; comparable to Quilter's platform for fee-based retail investment accounts.
• Brooks Macdonald: UK wealth manager offering bespoke discretionary portfolios and financial planning services for HNW clients, closely mirroring Quilter Cheviot's proposition.
• Charles Stanley: UK wealth and investment manager with discretionary and advisory offerings; directly comparable across Quilter's advice, discretionary, and platform pillars.

Broad incumbents

• Abrdn (formerly Aberdeen Standard Investments): Large global asset and wealth manager with UK retail platform and adviser services; broader portfolio but overlapping investment solutions and platform capabilities.
• Schroders: Global asset manager with UK wealth management arm; broader and more institutional than Quilter, but overlapping in multi-asset funds and platform-style wealth solutions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quilter International