QLT.L
QLT.L
GB00BNHSJN34
QUILTER PLC ORD 8 1/6P
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Company Profile

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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Key Metrics & Overview

Detailed metrics & financial data of the company

Company Profile
5 Metrics

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
5Y Volatility
32.9% p.a.
Max Drawdown (5Y)
-61.5%
Sharpe Ratio (5Y)
-0.04
Beta Factor
0.83
Size Class
Mid Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (32.9% p.a.).
Historical Stress Test: Maximum peak-to-trough drawdown of -65.0% in the extended horizon.
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