Quilter Plc · LSE:QLT
Quilter — Non-Deal Roadshow (June 2026)
30 slides from Quilter's roadshow presentation, June 2026
Slide 1: UBS SA Investor Roadshow
UBS SA Investor Roadshow June 2026
Slide 2: Agenda
Agenda Time 13:00 Lunch 13:15 Introductory remarks: Steven Levin and Mark Satchel 13:30 Distribution and Platform: Steve Gazard and Jo Harris 14:15 Investment Solutions: Marcus Brookes 14:45 High Net Worth: John Goddard 15:15 Finance and Strategy: Mark Satchel and Hanlie Van Staden 15:45 Closing rem
Slide 3: Quilter: Outperforming High Net Worth and Platform peer flows
Quilter: Outperforming High Net Worth and Platform peer flows Q1 2026 Quilter core net flows vs Listed peers by channel High Net Worth Platform (£m)1 (£m)2 12.0x 10.6x 17.6x FY26e P/E 19.4x 16.6x 14.1x 24.5x 17.6x FY26e P/E Annualised net 3,500 +7% +6% +3% +10% +11% inflows/ opening Assets 3,000 +1%
Slide 4: Distribution and Platform
Distribution and Platform Steve Gazard, Chief Distribution Officer Jo Harris, Chief Customer Officer
Slide 5: Quilter: The UK's largest adviser Platform
Quilter: The UK’s largest adviser Platform Improving productivity, increasing market share and a growing market driving Quilter’s momentum “The current top three platforms by assets are Nucleus (£110bn), Quilter (£105bn) and Transact (£77bn). By 2030, on Fundscape's realistic scenario, Quilter overt
Slide 6: Flows: maintaining strong momentum
Flows: maintaining strong momentum Q1 core gross inflows1 Q1 core gross outflows1 Q1 core net inflows1 £bn £bn £bn Annualised net 3% 8% 9% inflows/ 7 7 7 opening AuMA2 6 6 6 5 5 5 4 4 4 3 6.1 3 3 4.9 2 2 2 3.6 3.0 2.8 2.6 3.1 1 1 1 2.3 0.8 0 0 0 Q1 Q1 Q1 2024 2025 2026 2024 2025 2026 2024 2025 2026
Slide 7: Distribution
Distribution Reduced leakage driving more flows to Platform Restricted advisers strategically aligned 100+ Financial Gross flows from Quilter Advisers onto Quilter Platform (£m) Adviser Academy Number of RFPs and RFP productivity (£m) graduates 4,500 2,100 4.0 RFP numbers Productivity 4,000 1,900 3.
Slide 8: Industry insight: Quilter outperforms the advised Platform market
Industry insight: Quilter outperforms the advised Platform market Industry advised platform AuA and flows¹ Quilter Platform AuA and flows £m £m 800,000 30,000 120,000 6,000 700,000 25,000 100,000 5,000 600,000 20,000 80,000 4,000 500,000 400,000 15,000 60,000 3,000 300,000 10,000 40,000 2,000 200,00
Slide 9: Platform distribution: sources of IFA channel flow
Platform distribution: sources of IFA channel flow Platform net flow transfers by peer (£m) Consolidators 2022 2023 2024 2025 9
Slide 10: Becoming a customer champion: expanding access to quality advice
Becoming a customer champion: expanding access to quality advice “The Advice Gap” Government drive to get more people investing. Quilter’s current & future addressable “The Advice Gap” Advised markets Advice Guidance Boundary Review (“AGBR”) Recommendation Personalised recommendation boundary bounda
Slide 11: Raising brand awareness and external appreciation of Quilter's values
Raising brand awareness and external appreciation of Quilter’s values 41 million 70 % 83 million Fans tuned in live across the globe Target audience reach with Unprompted brand to watch the Quilter Nations advertising campaign awareness y-o-y. Series across 21 matches. 11
Slide 12: Supporting the industry-wide, government-sponsored investing campaign
Supporting the industry-wide, government-sponsored investing campaign 12
Slide 13: Investment Solutions
Investment Solutions Marcus Brookes Chief Executive Officer – Quilter Investors
Slide 14: Principal Platform solutions: now rebased towards MPS and Blend/Passive
Principal Platform solutions: now rebased towards MPS and Blend/Passive Managed portfolio solutions Fund of funds solutions AuMA £m AuMA £m 25,000 20,000 20,000 CAGR +27% CAGR 15,000 -3% CAGR +45% CAGR 15,000 10,000 -20% 10,000 5,000 5,000 +10% +16% 0 0 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 202
Slide 15: MPS on Platform: Quilter an industry leader
MPS on Platform: Quilter an industry leader MPS AuMA1 +34% £bn Q1 2025 Q1 2026 28 26.1 26 24 22 21.0 19.4 19.5 20 18 16 14 12.6 12 11.2 9.8 9.5 10 8.7 8.9 7.8 7.9 8 7.1 7.2 6.5 5.8 5.6 6 4.8 4.2 4 2.7 2 0 7IM Titan Brooks Omnis LGT Wealth RBC BD Parmenion Timeline Tatton IM Quilter Macdonald Wealth
Slide 16: High Net Worth
High Net Worth John Goddard Chief Executive Officer – Quilter Cheviot
Slide 17: High Net Worth: building on solid foundations, focusing on execution & growing capacity
High Net Worth: building on solid foundations, focusing on execution & growing capacity Aiming to deliver mid-single digit net flow growth and mid-20s operating margin Our ambition Our focus Our goal Improve digital capabilities Enhanced experience, tailored to client and Enhance client and intermed
Slide 18: High Net Worth: opportunity and target market
High Net Worth: opportunity and target market High Net Worth industry growth expectations¹ Quilter Cheviot’s proposition £1.5trn ➢ Source clients directly and work with IFAs and Quilter channel advisers to meet the needs of their clients: £1.0trn ➢ Bespoke, personalised strategies, allowing for adva
Slide 19: Reminder of Quilter Cheviot's fees and revenue
Reminder of Quilter Cheviot’s fees and revenue High Net Worth assets and revenues 2025 Summary revenues1 ➢ Client pays a discretionary fund management fee: £233m ➢ Covers the Investment Manager (IM) managing their client’s total portfolio in a holistic manner 67bps IM fee ➢ Assets in a client’s port
Slide 20: Finance and Strategy
Finance and Strategy Mark Satchel, Chief Financial Officer Hanlie Van Staden, Chief Strategy & Transformation Officer
Slide 21: How we make money: covering the wealth spectrum with a balanced business
How we make money: covering the wealth spectrum with a balanced business High Net Worth: building an integrated wealth manager Affluent: a market leading, scalable, advice-led wealth manager Integrafin Tatton Listed peers AJ Bell Listed peers Rathbones Aberdeen Brooks MacDonald St James’s Place £455
Slide 22: Segment financials: year-on-year growth driven by Affluent segment
Segment financials: year-on-year growth driven by Affluent segment High Net Worth Affluent Group Adjusted profit Total net revenues before tax Total net revenues £233m £455m £47m (2)% Y-o-Y Operating expenses Operating expenses £207m1 £186m £286m +14% £169m Y-o-Y Adjusted profit before tax Adjusted
Slide 23: Quilter normalised guidance
Quilter normalised guidance The Quilter financial medium-term model in ‘normal’ markets Net flows/opening AuMA c.+5% Market movements c.+5% Average AuMA c.+10% ‘Expected’ margin attrition Revenues Mid to high single digit % Costs Positive jaws Steady compounding of earnings at a high-single digit to
Slide 24: Capital allocation approach
Capital allocation approach Adjusted profit after tax and interest Summary ➢ From FY 2026 onwards: Quilter will distribute c.70% of post-tax, post-interest adjusted profit to shareholders. ➢ The Board expects, in normal circumstances: c.70% ➢ Shareholder distributions. ➢ progressive growth in the am
Slide 25: Augmenting our proposition with technology and innovation
Augmenting our proposition with technology and innovation Indicative improvement in productivity Innovative adviser technology: ➢ Multi-year investment. ➢ Proprietary back-office advice technology, fully integrated with Platform, removing need for separate systems. Gross sales per Quilter adviser ➢
Slide 26: Closing Remarks
Closing Remarks Steven Levin, Chief Executive Officer
Slide 27: Quilter: delivering today and tomorrow
Quilter: delivering today and tomorrow Large fragmented market with structural growth Quilter generates growth through: Market leading distribution Compelling propositions, scalable businesses Quilter Channel Largest and fastest growing scaled UK platform IFA Channel UK’s leading MPS provider New di
Slide 28: Regulatory changes support structural industry growth
Regulatory changes support structural industry growth Quilter well positioned for the evolving regulatory landscape: Quilter impact: ➢ Supporting individuals’ taking responsibility for funding their retirement Underpins structural market ➢ Intergenerational wealth transfer supports demand for person
Slide 29: Business growth drivers
Business growth drivers Goal Levers ➢ Grow IFA market share. Maintain our position as the UK’s ➢ Increase RFP numbers & productivity Platform largest, fastest growing adviser through CRM tools and AI support. Platform. ➢ Quilter Invest and Targeted Support. Sustainable growth. Recognition as leading
Slide 30: Disclaimer
Disclaimer This presentation may contain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to its future financial condition, performance and results. By their nature, all forward-looking statements involve risk and uncertainty bec