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Has the platform made a profit or loss over the last three years?
The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning businesses under Quilter Financial Planning, Quilter's Platform and Quilter Investors, the multi-asset investment solutions business.
The last three years’ Adjusted Profit before tax (AP) and Net Flows (NCCF) for the Affluent business segment are shown below:
| 31 Dec 2023 | 31 Dec 2024 | 31 Dec 2025 | |||
| AP (£ million) |
NCCF (£ billion) |
AP (£ million) |
NCCF (£ billion) |
AP (£ million) |
NCCF (£ billion) |
| 124 | 1.1 | 148 | 4.9 | 169 | 8.5 |
Source: Quilter plc 2025 full year results, March 2026