Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Quilter plc is a British multinational wealth management company, formerly Old Mutual Wealth Management Limited, specializing in helping individuals and families plan and manage their finances for long-term financial security. Established in 2007 and rebranded in 2018 following its spin-off from Old Mutual plc, it provides comprehensive services including investment growth strategies, retirement planning, and support through various market conditions. Headquartered at Senator House on Queen Victoria Street in London, Quilter plc operates as a public limited company focused on activities of financial services holding companies. As one of the UK's leading wealth managers, it plays a significant role in the financial services sector by offering tailored solutions that enable clients to achieve their desired lifestyles. The company listed on the London Stock Exchange via an initial public offering in June 2018, valued at approximately $3.35 billion, and maintains a strong presence in asset management and investment services across multiple regions.
Operating margin is thin at 3.42%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 72.3% YoY with margins expanding 2.9pp.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
£9.34B
▲ +72.3% YoY
Net Income (TTM)
£120M
▲ +452.9% YoY
Op. Margin
3.42%
▲ +2.9pp YoY
ROIC
9.29%
▲ +8.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
£6.19B
▲ +35.3% YoY
Op. Cash Flow (TTM)
£7.16B
▲ +35.7% YoY
Net Debt
-£75.24B
Net Cash Position
Cash & Equiv.
£75.51B
3Y CAGR: +54.7%
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