Quilter Plc · LSE:QLT
Quilter — Non-Deal Roadshow (June 2021)
20 slides from Quilter's roadshow presentation, Jun 18, 2021
Slide 1: UBS: virtual reverse investor tour
Quilter Basic rBand Guidelines Our brand a ssets 1 UBS: virtual reverse investor tour 18 June 2021
Slide 2: Disclaimer
Disclaimer This presentation should be read in conjunction with announcements published by Quilter plc on 10 March, 1 and 23 April 2021. This presentation may contain certain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to its
Slide 3: Afternoon's agenda
Afternoon’s agenda Time (UK) Session host 12.00-12.20pm Paul Feeney – CEO, Quilter plc 12.20-12.50pm Stephen Gazard – CEO, Quilter Financial Planning 12.50-1.35pm Steven Levin – CEO, Quilter Investment Platform and Quilter Investors 1.35-1.45pm Comfort break 1.45-2.15pm Andy McGlone – CEO, Quilter C
Slide 4: Paul Feeney
Paul Feeney Chief Executive Officer Quilter plc
Slide 5: Modern, UK-focused wealth manager, positioned for growth
Modern, UK-focused wealth manager, positioned for growth Our transformation since IPO has delivered: A modern wealth manager with two broad distribution channels One of the largest, leading advice forces across the UK Most technologically advanced, multi-award-winning Strong foundation for our next
Slide 6: Stephen Gazard
Stephen Gazard Chief Executive Officer Quilter Financial Planning
Slide 7: One year in role as CEO: reflections on Quilter Financial Planning
One year in role as CEO: reflections on Quilter Financial Planning A strong franchise of significant scale and reach ➢ Second largest advice businesses in the UK ➢ Strong record of both organic and inorganic growth Delivered ➢ Proven ability to migrate IFAs to a restricted proposition ➢ Driven adopt
Slide 8: Simplifying our Advice proposition, organising around our customers
Simplifying our Advice proposition, organising around our customers Disciplined adviser growth, driving integrated flows and delivering value across business areas Customers Investment Advice Restricted Adviser Key priorities proposition brand Financial Planners model • Integrated proposition Quilte
Slide 9: Steven Levin
Steven Levin Chief Executive Officer Quilter Investment Platform and Quilter Investors
Slide 10: New platform well received – beginning to build momentum with advisers
New platform well received – beginning to build momentum with advisers New platform functionality enhances our award-winning capabilities Products: Supporting growth across the generations Functionality: Functionality: Market-leading, Market-leading, attractive attractive to to broader broader advis
Slide 11: Positioned to capture growth and bring closer together with Quilter Investors
Positioned to capture growth and bring closer together with Quilter Investors Our Platform priorities for 2021 and beyond Broaden Deepen relationships Innovate relationships Attracting back-books Drive incremental flow Developing strategic plans RFPs with client Capturing share of IFAs who use QIP a
Slide 12: Comfort Break
Comfort Break Quilter
Slide 13: Andy McGlone
Andy McGlone Chief Executive Officer Quilter Cheviot
Slide 14: 250 year anniversary: 2021 a pivotal year for Quilter Cheviot
250 year anniversary: 2021 a pivotal year for Quilter Cheviot Quilter Cheviot returns Quilter Cheviot performance vs. ARC Sterling PCI, as at 31 Dec’ 2020 ➢ Celebrating the past and present, looking to 27% –0.7 -0.1 Relative % future and opportunities to grow +0.3 vs ARC PCI 17% 3 year 7% ➢ A relati
Slide 15: Organising proposition around our clients
Organising proposition around our clients Two strong Investment Customers distribution channels proposition Wealth Management for clients c.230 client-facing individuals (c.60 Quilter RFPS & 169 IMs) with more complex financial High net worth planning needs and larger sums Quilter Cheviot to invest,
Slide 16: Mark Satchel, Karin Cook
Mark Satchel Chief Financial Officer Quilter plc Karin Cook Chief Operating Officer Quilter plc
Slide 17: Finance update
Finance update Sale of Quilter International continues to be in line with expected timeline ➢ Shareholders overwhelmingly approved transaction at yesterday’s General Meeting ➢ Regulatory approvals and antitrust filings made to relevant authorities ➢ Board minded to return majority of net cash procee
Slide 18: Appendix
Appendix Quilter
Slide 19: Independent financial advisers
Focus on leveraging strengths and capabilities, organised around customers Customers Financial advice Platform and wrappers Investment solutions Third-party funds Quilter Quilter Cheviot Private Client Advisers £25bn Independent financial advisers bespoke High Net Worth solutions Quilter Investment
Slide 20: Quilter Basic r B and Guidelines Our brand a ssets
Quilter Basic rBand Guidelines Our brand a ssets 1