Company Profile
Quilter provides advice-led investment solutions in the United Kingdom and globally. Its business is organized into 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 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. Its portfolio also includes 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.