Quilter PLC · LSE:QLT
Quilter — Non-Deal Roadshow (May 2021)
10 slides from Quilter's roadshow presentation, May 2021
Slide 1: Berenberg virtual trip: The advised savings pool
Quilter Basic rBand Guidelines Our b rand a ssets 1 Berenberg virtual trip: The advised savings pool May 2021
Slide 2: Disclaimer
Disclaimer This presentation should be read in conjunction with announcements published by Quilter plc on 10 March and 1 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 fut
Slide 3: Quilter: a leading, UK-centric full-service wealth manager
Quilter: a leading, UK-centric full-service wealth manager Key Performance Indicators 2020 2019 ∆ ✓ Leading UK wealth manager with AuMA and flows: £100bn+ of customer assets NCCF £bn 1.6 0.3 +433% ✓ Advice-led investment solutions for Integrated net flows £bn 2.3 2.6 (12%) customers in the UK and se
Slide 4: Industry drivers: Retirement demographics continuing advice demand
Industry drivers: Retirement demographics continuing advice demand UK England & Wales Population¹ (‘000 by age year, 2018) Turned 60 in 2019 1,000 – potentially requiring retirement advice 925 900 Baby boomers born in 1947 800 787 700 600 700k+ people turned 65 and 925k+ turned 50 in 2019 – potentia
Slide 5: Savings and investments consolidating onto Platforms, particularly pensions
Savings and investments consolidating onto Platforms, particularly pensions Pensions and investments Pension is ‘anchor’ product on Platforms play an important role in consolidating onto platforms Platform modern wealth management Total UK platform market Fund platforms by product AUA £bn1 785 AUA £
Slide 6: Retail advised platforms: building the integrated model
Retail advised platforms: building the integrated model Quilter is one of the largest retail advised platforms¹ Quilter Investment Platform AuMA £bn AuA by adviser channel £62.5bn Own advisers2 ✓ ✓ ✓ ✓ £49.6bn IFAs ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 84 £9.7bn 9% 11% 13% 16% 67 64 2017 2018 2019 2020 52 Quilter Fin
Slide 7: Quilter: New platform proposition a foundation for growth
Quilter: New platform proposition a foundation for growth Enables Quilter to reinvigorate sales and reverse decline Outsource model allows Quilter to focus on the expertise which in IFA gross flows differentiates the proposition 2020 Platform AuA Offering which adds value and creates powerful propos
Slide 8: New platform functionality enhances our award-winning capabilities
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 adviser adviser base base ➢ Junior ISA New ➢ Arrange withdrawals and income
Slide 9: A leaner, more focused group with an improved growth profile
A leaner, more focused group with an improved growth profile Customers Financial advice Platform and wrappers Investment solutions Third-party funds Quilter Quilter Cheviot High Net Worth Private Client Advisers £25bn Independent financial advisers bespoke solutions Quilter Quilter Financial Plannin
Slide 10: Quilter Basic r B and Guidelines Our b rand a
Quilter Basic rBand Guidelines Our b rand a ssets 1