Our shared prosperity plan strives to create long-term sustainable value for our business, the stakeholders we serve and society.
Quilter is a leading UK-focused full-service wealth manager, providing advice-led investment solutions and investment platform services to over 900,000 customers.
Our purpose is to help create prosperity for the generations of today and tomorrow.
We strive to do this through supporting long-term advice-based relationships, delivering good investment management performance while maintaining consistently high-quality customer service.
We are customer focused
At Quilter, we believe in the value of advice and are focused on bringing advice-led wealth solutions to clients through the most appropriate channel. Our advisers tailor their advice to each client’s requirements and risk appetite, and we use their feedback to design investment solutions which meet their needs.
We offer choice and flexibility
Choice and flexibility are at the heart of Quilter’s offering to clients. Customers have choice in how they access us, and they can use as many parts of our offering as they prefer. ‘Choice’ is also key to our investment solutions proposition as we provide our advisers and their clients with quality-assured choice rather than unlimited choice.
We are open and transparent
We describe our business model as ‘omni-channel’ as customers may seek our services through whichever channel they choose. As part of our unbundled approach, customers will only ever pay us for the services they take from us. Our pricing is competitive across each part of the value chain, and we do not have hidden charges.
We act and invest responsibly
We are committed to operating responsibly, for the long-term benefit of all our stakeholders. Our approach has been shaped by the ESG issues which matter most to our stakeholders and is set out in our Shared Prosperity Plan. One of the plan’s three pillars focuses on investing responsibly. We are committed to integrating responsible investment principles across all areas of the business, from financial advice, to investment and wealth management, and investment platforms.