Quilter PLC · LSE:QLT
Quilter — BAML Financials CEO Conference 2019
13 slides from Quilter's conference presentation, 2019
Slide 1: BAML Financials CEO Conference: Delivering in a world of extremes
Quilter Basic rBand Guidelines Our brand a ssets 1 BAML Financials CEO Conference: “Delivering in a world of extremes” Paul Feeney – Chief Executive
Slide 2: A sea of extreme conditions are hard to navigate
A sea of extreme conditions are hard to navigate Regulatory change Largest Tech disruption Brexit savings gap chaos in Europe Shift to Political passive Zero polarisation Sterling inflation crisis Poverty gap Dispersion Inverse widening Defunct business of wealth yield models curves Trade Monetary T
Slide 3: What do customers need? Trusted Advice
What do customers need? Trusted Advice 3
Slide 4: Everyone is looking for a better map. Build a stronger ship
Everyone is looking for a better map. Build a stronger ship Quilter’s positioning: The best place for trusted financial advice in the UK Customer choice at the heart of everything we do Open, transparent and fair Competitive product quality and pricing at every part of the value chain Focussed on de
Slide 5: Our journey to deliver a focussed UK wealth management business
Our journey to deliver a focussed UK wealth management business Listed as Quilter plc Acquired Announced Capital Markets on LSE and JSE Lighthouse plc Quilter Life Showcase I Assurance sale Special Dividend: Sold European life Return of proceeds books Sold Old Mutual from OMGI sale Announced Acquire
Slide 6: Our destination: Quilter's multi-channel advice-led model
Our destination: Quilter’s multi-channel advice-led model An open, transparent, full-service model serving customers across the wealth spectrum Client wealth High Net Worth Affluent Mass Affluent Open market, financial advisers Distribution Quilter Private Client Quilter Financial Planning Quilter F
Slide 7: H1 2019 Results: Solid performance
H1 2019 Results: Solid performance Key Performance Indicators from continuing operations including QLA H1 2019 H1 2018 ∆ Financial: Adjusted profit growth of 5% to £115m NCCF/opening AuMA2 % 1 6 (5pp) Integrated flows2 £bn 1.3 2.8 (54%) Adjusted diluted earnings per share of 5.5p in line with pr
Slide 8: Key tasks for H2 2019 and 2020
Key tasks for H2 2019 and 2020 Deliver platform and migrate existing customers/advisers Integrate acquisitions and deliver national advice business model Execute optimisation plans to drive operating leverage Close sale of QLA and consult on method of capital return Confident in prospects for 2020 a
Slide 9: Quilter investment case
Quilter investment case A unique combination of capabilities, scale and market positions built to deliver in a world of extremes 1 Full service wealth manager providing choice and delivering good customer outcomes Leading positions across one of the world’s largest wealth markets with strong structu
Slide 10: Q&A
Q&A Quilter
Slide 11: Disclaimer
Disclaimer This presentation should be read in conjunction with the announcement published by Quilter plc on 5 August 2019. 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 future finan
Slide 12: Quil t er Basic r B and Guidelines Our b r and a ss
Quilter Basic rBand Guidelines Our brand a ssets 1
Slide 13: Contacts
Contacts Investor enquiries John-Paul Crutchley UK +44 207 002 7016 john-paul.crutchley@quilter.com Keilah Codd UK +44 207 002 7054 keilah.codd@quilter.com Media enquiries Jane Goodland UK +44 77 9001 2066 jane.goodland@quilter.com Tim Skelton-Smith UK +44 78 2414 5076 tim.skelton-smith@quilter.com