Quilter & UK Wealth Management – Growth Outlook & Fee Evolution – 3 December 2021

  • Public Equity
  • Financials
  • Europe


Former divisional leader at Quilter plc


  • FUM (funds under management) growth outlook and mix trends across Quilter's (LON: QLT) Cheviot, Investors and Investment Platform segments
  • Impact of Quilter’s replatforming efforts and comparisons vs peers’ platforms
  • Conversion process of IFAs (independent platform advisors) to RFPs (restricted financial planners) as method to increase AUM (assets under management)
  • Competition for IFAs, highlighting multiples and market size
  • Scope for further industry consolidation


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