UK Platform Transformation Programme
Quilter: a leading, UK-centric full-service wealth manager
Leading UK and cross-boarder wealth
manager with £100bn+ of customer
assets
Advice-led investment solutions for
customers in the UK and selected
international markets
LSE and JSE listed, ~£2.5bn market cap1
A proven track-record, with scale in a
growing market and momentum for
future profit growth
1.
As at September 2020.
2.
Includes Head Office adjusted profit before tax of £(17)m in H1 2020 and H1 2019.
Key Performance Indicators from
continuing operations, excluding QLA
Financial:
H1 2020
H1 2019
Δ
NCCF
%
1.1
0.3
+267%
NCCF/opening AuMA
%
2
1
Integrated flows
£bn
1.4
1.4
AUMA
£bn
107.4
107.3
Asset retention
%
92%
88%
+4ppt
Adjusted profit before tax²
£m
71
89
(20%)
A&WM adjusted profit before tax
Em
41
50
(18%)
WP adjusted profit before tax
£m
47
56
(16%)
IFRS profit/(loss) after tax
£m
44
(32)
Operating margin
%
21
26
(5ppt)
Non-financial:
FY 2019
Restricted Financial Planners ('RFPs')
#
1,808
1,799
+9
Investment Managers ('IMS')
#
169
167
+2
Quilter
3View entire presentation