Quilter PLC
Quilter plc, formerly Old Mutual Wealth Management Limited, is a British multinational wealth management company headquartered in London. Founded in 2018 as a spin-off from Old Mutual plc, Quilter is a full-service asset manager listed on the London Stock Exchange and the Johannesburg Stock Exchange. The firm provides financial advice, investment platforms, and investment management services, serving retail, high net worth, and institutional clients primarily in the UK. Quilter employs over 4,000 people, focusing on creating brighter financial futures for all generations, and is a constituent of the FTSE 250 Index.
Investment Strategy
Quilter focuses on comprehensive wealth management solutions, encompassing financial advice, platform services, and in-house investment management. The firm’s strategy is centered on building long-term client relationships, delivering performance through diversified, risk-managed investment portfolios, and offering multi-asset and bespoke investment solutions. Quilter prioritizes responsible investing, integration of ESG criteria, and adapts to changing market conditions to meet client objectives through active and passive strategies. Its advisory-led model seeks to guide clients throughout their financial journey, emphasizing sustainable growth and security.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.51% | $521.0M | 1,047,335 | $214.42 | $497.41 | +$130.2M |
A AMZN | AMAZON COM INC | 6.54% | $358.2M | 1,632,921 | $110.88 | $219.39 | +$38.4M |
N NVDA | NVIDIA CORPORATION | 6.27% | $343.6M | 2,174,756 | $80.71 | $157.99 | +$116.9M |
V V | VISA INC | 4.93% | $270.1M | 760,816 | $202.60 | $355.05 | +$1.2M |
A AAPL | APPLE INC | 4.78% | $261.9M | 1,276,559 | $114.18 | $205.17 | -$2.3M |