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Our strategy

Quilter is a modern wealth manager with over 900,000 customers around the UK and in a number of international markets.

We provide the three key services that customers need from their wealth manager. Clients can choose to use one or more of these services and crucially all are underpinned by choice:

  • Financial planning and advice
  • Platforms or wrappers
  • Simple investment solutions.

There are two ways a customer can choose to access our model: through one of our own financial advisers (the advised channel), or through a third party adviser (the open market channel).

Designed for customer choice

Designed for customer choice

No matter which route customers reach us through, they will:

  • receive a suitable financial plan developed around their personal circumstances
  • have their investments managed in line with their risk appetite and investment horizons
  • be able to access flexible product wrappers through a single platform.