UK Platform Transformation Programme
Quilter has scale and leading position in chosen capabilities
Comparison with listed UK peers
Advice
Platforms
Solutions
Total AuMA¹
(£bn)
Restricted
(CF30's)²
Independent Advised
advisers
International
Multi-asset
Discretionary
Platform
Quilter
£107bn³
1,808
4,000+
firms
£56bn
AuA
£20bn
AuA
£21bn
AuM
£23bn
AuM
St. James's
£116bn
4,324
Place
Restricted
only
platform
Rowan
Dartington
Standard Life
£512bn
110
SL Wealth
Aberdeen4
Hargreaves
Lansdown
167
£104bn
Direct
platform
Rathbones
£49bn
n.a.
AJ Bell
£54bn
n.a.
Direct &
Restricted
Brewin
£47bn
430
Dolphin
Integrafin
£40bn
n.a.
✓
Indicates capability and scale within capability
Includes closing AuA and / or closing AuM for competitors as at 31 December 2019.
Quilter and SJP figures as at 30 June 2020; SLA as quoted in its 2019 Annual Report and Accounts; HL and BRW figures as quoted in FT Top 100 financial advisers 30 June 2018 which includes all CF30's, not only financial
advisers.
1.
2.
3.
Total Quilter closing AuMA includes intra-group eliminations.
4.
Platform & Wealth-only assets total £84.4bn as at 30 June 2020.
Quilter
4View entire presentation