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Quilter plc provides advice-led investment solutions in the United Kingdom and internationally. It operates through High Net Worth and Affluent segments. The High Net Worth segment provides discretionary investment management services to high-net worth clients, charities, companies, and institutions through a network of branches; and financial advice services for protection, mortgages, savings, investment, and pensions primarily to high-net-worth clients. Its Affluent segment comprises Quilter Investment Platform, an investment platform for advice-based wealth management products and services; Quilter Investor, which offers investment solutions in the form of funds for the group and third-party clients; and Quilter Financial planning, a restricted and independent financial adviser network that provides mortgage and financial planning advice, and solution for individuals and business through a network of intermediaries. The company was incorporated in 2007 and is based in London, the United Kingdom.
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| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 324.00M | 35.00M | 88.00M | 65.00M | 85.00M |
| Net income | 120.00M | -34.00M | 42.00M | 175.00M | 23.00M |
| Selling general administrative | 1.00M | 327.00M | 227.00M | 221.00M | 61.00M |
| Selling and marketing expenses | - | - | 319.00M | - | - |
| Gross profit | 9261.00M | 5371.00M | 1264.00M | -4122.00M | 4607.00M |
| Reconciled depreciation | 27.00M | 52.00M | 53.00M | 66.00M | 63.00M |
| Ebit | 345.00M | 56.00M | 111.00M | 78.00M | 97.00M |
| Ebitda | 371.00M | 108.00M | 163.00M | 144.00M | 160.00M |
| Depreciation and amortization | 26.00M | 52.00M | 52.00M | 66.00M | 63.00M |
| Operating income | 344.00M | 29.00M | 716.00M | 78.00M | 97.00M |
| Other operating expenses | 9020.00M | 5391.00M | 3910.00M | 4118.00M | 4589.00M |
| Interest expense | 21.00M | 21.00M | 22.00M | 13.00M | 14.00M |
| Tax provision | 204.00M | 69.00M | 46.00M | -110.00M | 62.00M |
| Interest income | - | - | 219.00M | - | - |
| Net interest income | -21.00M | -21.00M | 197.00M | -13.00M | -14.00M |
| Income tax expense | 204.00M | 69.00M | 46.00M | -110.00M | 62.00M |
| Total revenue | 9364.00M | 5420.00M | 4626.00M | -4068.00M | 4668.00M |
| Total operating expenses | 8917.00M | 5342.00M | 548.00M | -4172.00M | 4528.00M |
| Cost of revenue | 103.00M | 49.00M | 3362.00M | 54.00M | 61.00M |
| Total other income expense net | -20.00M | 6.00M | -628.00M | -13.00M | -12.00M |
| Discontinued operations | - | - | - | - | 131.00M |
| Net income from continuing ops | 120.00M | -34.00M | 42.00M | 175.00M | 23.00M |
| Net income applicable to common shares | - | - | - | 175.00M | 154.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 76542.00M | 62448.00M | 53345.00M | 46417.00M | 50740.00M |
| Intangible assets | 20.00M | 32.00M | 66.00M | 107.00M | 151.00M |
| Other current assets | - | 410.00M | 335.00M | - | 677.00M |
| Total liab | 75076.00M | 61025.00M | 51826.00M | 44869.00M | 49001.00M |
| Total stockholder equity | 1466.00M | 1423.00M | 1519.00M | 1548.00M | 1739.00M |
| Deferred long term liab | - | - | - | 10.00M | 9.00M |
| Other current liab | 2.00M | - | 521.00M | -8.00M | 5.00M |
| Common stock | 115.00M | 115.00M | 115.00M | 115.00M | 116.00M |
| Capital stock | 115.00M | 115.00M | 115.00M | 115.00M | 116.00M |
| Retained earnings | 907.00M | 863.00M | 958.00M | 989.00M | 1482.00M |
| Other liab | - | - | - | 5913.00M | 7089.00M |
| Good will | 308.00M | 307.00M | 306.00M | 306.00M | 306.00M |
| Other assets | - | - | 53345.00M | - | 126.00M |
| Cash | 2152.00M | 1584.00M | 1535.00M | 1518.00M | 1775.00M |
| Total current liabilities | 651.00M | 512.00M | 575.00M | 437.00M | 486.00M |
| Current deferred revenue | - | - | -43522.00M | - | -13.00M |
| Net debt | -1881.00M | -1309.00M | -1256.00M | -1219.00M | -1476.00M |
| Short term debt | - | 6.00M | 6.00M | 9.00M | 10.00M |
| Short long term debt total | 271.00M | 275.00M | 279.00M | 299.00M | 299.00M |
| Other stockholder equity | 58.00M | 58.00M | 58.00M | 444.00M | 141.00M |
| Property plant equipment | - | - | - | 112.00M | 131.00M |
| Total current assets | 2550.00M | 61774.00M | 52678.00M | 45747.00M | 50039.00M |
| Net tangible assets | - | - | - | 1135.00M | 1282.00M |
| Short term investments | 73362.00M | 59360.00M | 50329.00M | 43617.00M | 47565.00M |
| Net receivables | 398.00M | 420.00M | 479.00M | 302.00M | 379.00M |
| Long term debt | 199.00M | 198.00M | 198.00M | 200.00M | 199.00M |
| Inventory | - | - | -58.00M | - | - |
| Accounts payable | 649.00M | 505.00M | 46.00M | 436.00M | 484.00M |
| Accumulated other comprehensive income | 386.00M | 387.00M | 388.00M | - | - |
| Non currrent assets other | 31.00M | 59473.00M | 111.00M | 43667.00M | 47588.00M |
| Non current assets total | 73992.00M | 674.00M | 667.00M | 670.00M | 701.00M |
| Capital lease obligations | 72.00M | 77.00M | 81.00M | 90.00M | 100.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | -5860.00M | -4388.00M | -1909.00M | -1502.00M | -2839.00M |
| Change to liabilities | - | - | - | 0.00M | 0.00M |
| Total cashflows from investing activities | -5858.00M | -4406.00M | -1909.00M | -1502.00M | -2641.00M |
| Net borrowings | - | 0.00M | -1.00M | -11.00M | -10.00M |
| Total cash from financing activities | -106.00M | -108.00M | -123.00M | -461.00M | -307.00M |
| Change to operating activities | - | - | - | 11.00M | 36.00M |
| Net income | 120.00M | 35.00M | 42.00M | 65.00M | 216.00M |
| Change in cash | 203.00M | 90.00M | 77.00M | -282.00M | 143.00M |
| Begin period cash flow | 1949.00M | 1859.00M | 1782.00M | 2064.00M | 1921.00M |
| End period cash flow | 2152.00M | 1949.00M | 1859.00M | 1782.00M | 2064.00M |
| Total cash from operating activities | 6167.00M | 4585.00M | 2111.00M | 1676.00M | 3093.00M |
| Issuance of capital stock | -13.00M | -6.00M | -15.00M | - | - |
| Depreciation | 26.00M | 52.00M | 52.00M | 66.00M | 63.00M |
| Other cashflows from investing activities | 12.00M | -32.00M | 1.00M | - | 218.00M |
| Dividends paid | 84.00M | 73.00M | 65.00M | 78.00M | 89.00M |
| Change to account receivables | - | -18.00M | -4.00M | - | - |
| Sale purchase of stock | -13.00M | -6.00M | -29.00M | -356.00M | -197.00M |
| Other cashflows from financing activities | -9.00M | -21.00M | -28.00M | -27.00M | -21.00M |
| Change to netincome | - | - | - | - | 2822.00M |
| Capital expenditures | 4.00M | 8.00M | 1.00M | 3.00M | 13.00M |
| Change in working capital | 82.00M | 63.00M | -55.00M | 11.00M | 36.00M |
| Stock based compensation | - | - | 18.00M | - | - |
| Other non cash items | 5939.00M | 4435.00M | 2054.00M | 1534.00M | 2778.00M |
| Free cash flow | 6163.00M | 4577.00M | 2110.00M | 1673.00M | 3080.00M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(GBX) |
Price
(GBX) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| QLT Quilter PLC |
-0.20 0.11% |
184.40 | 20.36 | 15.15 | 0.27 | 1.73 | 0.09 | 3.74 |
| MNTN Schiehallion Fund Ltd |
-0.01 0.46% |
2.18 | 0.05 | - | 4.35 | 1.25 | 5.65 | - |
| BHMU BH Macro Limited |
- -% |
4.29 | 0.09 | - | 39.01 | 0.71 | 6.47 | - |
| TFG Tetragon Financial Group Ltd |
0.15 1.00% |
15.10 | 0.02 | 7.04 | 1.16 | 0.31 | 2.06 | 6.56 |
| BPCR BioPharma Credit PLC |
0.00 0.41% |
0.98 | 0.09 | - | 6.73 | 0.91 | 7.95 | - |
Quilter plc provides advice-led investment solutions in the United Kingdom and internationally. It operates through High Net Worth and Affluent segments. The High Net Worth segment provides discretionary investment management services to high-net worth clients, charities, companies, and institutions through a network of branches; and financial advice services for protection, mortgages, savings, investment, and pensions primarily to high-net-worth clients. Its Affluent segment comprises Quilter Investment Platform, an investment platform for advice-based wealth management products and services; Quilter Investor, which offers investment solutions in the form of funds for the group and third-party clients; and Quilter Financial planning, a restricted and independent financial adviser network that provides mortgage and financial planning advice, and solution for individuals and business through a network of intermediaries. The company was incorporated in 2007 and is based in London, the United Kingdom.
| Name | Title | Year Born |
|---|---|---|
| Mr. Mark Oscar Satchel | CFO & Director | 1969 |
| Mr. Steven Levin | CEO & Director | 1975 |
| Ms. Karin Alexandra Cook | Chief Operating Officer | 1966 |
| Mr. John-Paul Crutchley | Head of Investor Relations | NA |
| Mr. Kevin Stephen Lee-Crossett CPA, J.D. | Chief Legal Officer | NA |
| Kathleen Gallagher | Corp. Communications Mang. | NA |
| Ms. Penny Cole | HR Director | NA |
| Mr. Peter Kenny | CEO of Quilter International | NA |
| Mr. Nick Sacre-Hardy | Acting Chief Risk Officer | NA |
| Tosin James-Odukoya | Head of Inclusion & Wellbeing | NA |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.
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