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Quilter

LSE:QLT
Snowflake Description

Excellent balance sheet average dividend payer.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
QLT
LSE
£3B
Market Cap
  1. Home
  2. GB
  3. Diversified Financials
Company description

Quilter plc provides advice-led investment solutions and investment platforms in the United Kingdom and internationally. The last earnings update was 21 days ago. More info.


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QLT Share Price and Events
7 Day Returns
0.9%
LSE:QLT
3.8%
GB Capital Markets
1%
GB Market
1 Year Returns
-
LSE:QLT
9.5%
GB Capital Markets
1.6%
GB Market
QLT Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Quilter (QLT) 0.9% 5.1% 21.1% - - -
GB Capital Markets 3.8% 6.6% 10% 9.5% 46% 73.7%
GB Market 1% 2.3% 8.6% 1.6% 14% 5.9%
1 Year Return vs Industry and Market
  • No trading data on QLT.
  • No trading data on QLT.
Price Volatility
Industry
5yr Volatility vs Market

Value

 Is Quilter undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Quilter. This is due to cash flow or dividend data being unavailable. The share price is £1.5524.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Quilter's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Quilter's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
LSE:QLT PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in GBP £0.09
LSE:QLT Share Price ** LSE (2019-04-18) in GBP £1.55
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PE Ratio Median Figure of 45 Publicly-Listed Capital Markets Companies 19.22x
United Kingdom of Great Britain and Northern Ireland Market PE Ratio Median Figure of 795 Publicly-Listed Companies 16.28x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Quilter.

LSE:QLT PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= LSE:QLT Share Price ÷ EPS (both in GBP)

= 1.55 ÷ 0.09

16.34x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Quilter is good value based on earnings compared to the GB Capital Markets industry average.
  • Quilter is overvalued based on earnings compared to the United Kingdom of Great Britain and Northern Ireland market.
Price based on expected Growth
Does Quilter's expected growth come at a high price?
Raw Data
LSE:QLT PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 16.34x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 6 Analysts
-4.8%per year
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PEG Ratio Median Figure of 22 Publicly-Listed Capital Markets Companies 1.41x
United Kingdom of Great Britain and Northern Ireland Market PEG Ratio Median Figure of 563 Publicly-Listed Companies 1.49x

*Line of best fit is calculated by linear regression .

LSE:QLT PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 16.34x ÷ -4.8%

-3.38x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Quilter earnings are not expected to grow next year, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Quilter's assets?
Raw Data
LSE:QLT PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in GBP £1.05
LSE:QLT Share Price * LSE (2019-04-18) in GBP £1.55
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PB Ratio Median Figure of 79 Publicly-Listed Capital Markets Companies 1.46x
United Kingdom of Great Britain and Northern Ireland Market PB Ratio Median Figure of 1,365 Publicly-Listed Companies 1.52x
LSE:QLT PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= LSE:QLT Share Price ÷ Book Value per Share (both in GBP)

= 1.55 ÷ 1.05

1.47x

* Primary Listing of Quilter.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Quilter is overvalued based on assets compared to the GB Capital Markets industry average.
X
Value checks
We assess Quilter's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Capital Markets industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Capital Markets industry average (and greater than 0)? (1 check)
  5. Quilter has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is Quilter expected to perform in the next 1 to 3 years based on estimates from 6 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
-4.8%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Quilter expected to grow at an attractive rate?
  • Quilter's earnings are expected to decrease over the next 1-3 years, this is below the low risk savings rate of 1.2%.
Growth vs Market Checks
  • Quilter's earnings are expected to decrease over the next 1-3 years, this is below the United Kingdom of Great Britain and Northern Ireland market average.
  • Quilter's revenue growth is expected to exceed the United Kingdom of Great Britain and Northern Ireland market average.
Annual Growth Rates Comparison
Raw Data
LSE:QLT Future Growth Rates Data Sources
Data Point Source Value (per year)
LSE:QLT Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 6 Analysts -4.8%
LSE:QLT Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 6 Analysts 82.7%
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Earnings Growth Rate Market Cap Weighted Average 14%
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Revenue Growth Rate Market Cap Weighted Average 8.8%
United Kingdom of Great Britain and Northern Ireland Market Earnings Growth Rate Market Cap Weighted Average 11.1%
United Kingdom of Great Britain and Northern Ireland Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
LSE:QLT Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 6 Analyst Estimates (S&P Global) See Below
All numbers in GBP Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
LSE:QLT Future Estimates Data
Date (Data in GBP Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-12-31 937 301 155 5
2020-12-31 868 240 113 6
2019-12-31 807 204 78 6
LSE:QLT Past Financials Data
Date (Data in GBP Millions) Revenue Cash Flow Net Income *
2018-12-31 -2,341 144 174
2018-06-30 3,867 3,748 3
2018-03-31 5,015 4,581 -22
2017-12-31 6,163 4,349 -46
2016-12-31 7,187 2,871 -27

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Quilter's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.
  • Quilter's revenue is expected to grow significantly at over 20% yearly.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
LSE:QLT Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 6 Analyst Estimates (S&P Global) See Below

All data from Quilter Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

LSE:QLT Future Estimates Data
Date (Data in GBP Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-12-31 0.10 0.11 0.10 2.00
2020-12-31 0.08 0.09 0.06 3.00
2019-12-31 0.03 0.05 0.02 2.00
LSE:QLT Past Financials Data
Date (Data in GBP Millions) EPS *
2018-12-31 0.09
2018-06-30 0.00
2018-03-31 -0.01
2017-12-31 -0.03
2016-12-31 -0.01

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Quilter is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Quilter's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Quilter has a total score of 2/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has Quilter performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Quilter's growth in the last year to its industry (Capital Markets).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Quilter's year on year earnings growth rate was negative over the past 5 years, however the most recent earnings are above average.
  • Quilter has become profitable in the last year making the earnings growth rate difficult to compare to the 5-year average.
  • Quilter has become profitable in the last year making it difficult to compare the GB Capital Markets industry average.
Earnings and Revenue History
Quilter's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Quilter Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

LSE:QLT Past Revenue, Cash Flow and Net Income Data
Date (Data in GBP Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 -2,341.00 174.00 655.00
2018-06-30 3,867.00 3.00 718.00
2018-03-31 5,015.00 -21.50 699.50
2017-12-31 6,163.00 -46.00 681.00
2016-12-31 7,187.00 -27.00 545.00
2015-12-31 2,038.00 57.00 469.00
2014-12-31 125.24 106.88 0.69
2013-12-31 181.93 27.94 0.54
2012-12-31 188.72 184.72 0.38

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Quilter has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Quilter used its assets less efficiently than the GB Capital Markets industry average last year based on Return on Assets.
  • Quilter's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Quilter's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Capital Markets industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Quilter has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is Quilter's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Quilter's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Quilter is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Quilter's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Quilter's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is covered by short term assets, assets are 316.2x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Quilter Company Filings, last reported 3 months ago.

LSE:QLT Past Debt and Equity Data
Date (Data in GBP Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 2,005.00 197.00 61,439.00
2018-06-30 2,060.00 197.00 67,778.00
2018-03-31 2,060.00 197.00 67,778.00
2017-12-31 1,099.00 782.00 66,521.00
2016-12-31 992.00 839.00 53,748.00
2015-12-31 913.00 786.00 51,681.00
2014-12-31 1,923.68 108.40 40.77
2013-12-31 1,882.80 71.94 1.80
2012-12-31 1,933.86 390.51 1.32
  • Quilter's level of debt (9.8%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (3.8% vs 9.8% today).
  • Debt is well covered by operating cash flow (73.1%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 10.7x coverage).
X
Financial health checks
We assess Quilter's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Quilter has a total score of 5/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is Quilter's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
9.86%
Current annual income from Quilter dividends. Estimated to be 4.14% next year.
If you bought £2,000 of Quilter shares you are expected to receive £197 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Quilter's pays a higher dividend yield than the bottom 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (2.01%).
  • Quilter's dividend is above the markets top 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (5.12%).
Upcoming dividend payment

Purchase Quilter before the 'Buy Limit' to receive their next dividend payment.

Dividends are usually paid every 3 or 6 months, you can time your share purchase to take advantage of upcoming dividend payments.
Dividend payment calendar
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
LSE:QLT Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 6 Analyst Estimates (S&P Global) See Below
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Average Dividend Yield Market Cap Weighted Average of 38 Stocks 2.8%
United Kingdom of Great Britain and Northern Ireland Market Average Dividend Yield Market Cap Weighted Average of 705 Stocks 4.2%
United Kingdom of Great Britain and Northern Ireland Minimum Threshold Dividend Yield 10th Percentile 1%
United Kingdom of Great Britain and Northern Ireland Bottom 25% Dividend Yield 25th Percentile 2%
United Kingdom of Great Britain and Northern Ireland Top 25% Dividend Yield 75th Percentile 5.1%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

LSE:QLT Future Dividends Estimate Data
Date (Data in £) Dividend per Share (annual) Avg. No. Analysts
2021-12-31 0.08 5.00
2020-12-31 0.06 6.00
2019-12-31 0.05 6.00
LSE:QLT Past Annualized Dividends Data
Date (Data in £) Dividend per share (annual) Avg. Yield (%)
2019-03-28 0.153 10.023
2019-03-12 0.153 10.676

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • It is too early to tell whether Quilter has stable dividend payments.
  • Quilter only just started paying a dividend, it is too early to tell if payments are increasing.
Current Payout to shareholders
What portion of Quilter's earnings are paid to the shareholders as a dividend.
  • Dividends paid are well covered by earnings (2.9x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be covered by earnings (1.8x coverage).
X
Income/ dividend checks
We assess Quilter's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Quilter afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Quilter has a total score of 4/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of Quilter's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Paul Feeney
AGE 54
TENURE AS CEO 6.7 years
CEO Bio

Mr. Paul William Feeney, Ph.D., has been the Chief Executive Officer at Quilter plc (formerly known as Old Mutual Wealth Management Ltd.) since August 2012 and serves as its Director. Previously, Mr. Feeney served as the Chief Executive Officer of the Old Mutual Long Term Savings Division at Skandia Investment Management Limited. He joined Old Mutual in early 2012 to head up the asset management operations within Long-Term Savings Division. Prior to that, Mr. Feeney served as the Head of Distribution and Executive Director at BNY Mellon Investment Management EMEA Limited since 2008 and was responsible for wholesale sales and client services in the UK, Europe and Latin America. He also led the development and distribution of the firm's onshore and offshore fund ranges. Mr. Feeney also headed the firm's push into central and southern Europe. Prior to that, he served as the Head of UK Retail at Gartmore Distribution Trust plc. Mr. Feeney has served as the Head of Distribution and Managing Director at Gartmore Investment Management Plc. He was responsible for all sales, marketing, product development and multi-manager divisions of Gartmore Investment Management Plc globally and also served as its Head of combined business unit of UK Retail and Global Banc assurance. Prior to that, Mr. Feeney was a Managing Director at Royal Bank of Scotland Group's Affluent Banks and was responsible for Private Banking Group there. He served as the Chief Executive at NatWest Private Bank and NatWest Investments USA. Mr. Feeney served as the Managing Director of NatWest Investments, both in the UK and the USA. He served as the Marketing Director at Coutts Group from May 1996 to August 1999, where Mr. Feeney was responsible for global marketing across the firm. He serves as a Director at Optimum Investment Management Limited. Mr. Feeney serves as a Director of Investment Management Association. In 2011, he received an Honorary Fellowship for his services to the financial services industry from Bangor University. Mr. Feeney received his Ph.D. in Financial Economics from Bangor University and a BA in Banking, Insurance and Finance from the University of Wales.

CEO Compensation
  • Insufficient data for Paul to compare compensation growth.
  • Insufficient data for Paul to establish whether their remuneration is reasonable compared to companies of similar size in United Kingdom of Great Britain and Northern Ireland.
Management Team Tenure

Average tenure and age of the Quilter management team in years:

2.1
Average Tenure
49
Average Age
  • The tenure for the Quilter management team is about average.
Management Team

Paul Feeney

TITLE
CEO & Director
AGE
54
TENURE
6.7 yrs

Mark Satchel

TITLE
CFO & Director
AGE
49
TENURE
0.1 yrs

Karin Cook

TITLE
Chief Operating Officer
TENURE
0.3 yrs

Kevin Lee-Crossett

TITLE
Chief Legal Officer
TENURE
3 yrs

Paul Hucknall

TITLE
Human Resources Director
TENURE
1.3 yrs

Iain Wright

TITLE
Chief Risk Officer
TENURE
3.2 yrs

Matt Burton

TITLE
Chief Internal Auditor
TENURE
3 yrs

Steven Levin

TITLE
Chief Executive Officer of Quilter Wealth Solutions
AGE
43

P. Gonsalves

TITLE
Secretary

Paul Simpson

TITLE
Chief Executive Officer at Quilter Investors
TENURE
1.3 yrs
Board of Directors Tenure

Average tenure and age of the Quilter board of directors in years:

2
Average Tenure
58
Average Age
  • The average tenure for the Quilter board of directors is less than 3 years, this suggests a new board.
Board of Directors

Glyn Jones

TITLE
Independent Non-Executive Chairman
AGE
66
TENURE
2.4 yrs

Paul Feeney

TITLE
CEO & Director
AGE
54

Mark Satchel

TITLE
CFO & Director
AGE
49
TENURE
0.1 yrs

Moira Kilcoyne

TITLE
Independent Non-Executive Director
TENURE
2.3 yrs

George Reid

TITLE
Independent Non-Executive Director
TENURE
2.2 yrs

Rosie Harris

TITLE
Independent Non-Executive Director
AGE
59
TENURE
2 yrs

Cathy Turner

TITLE
Independent Non-Executive Director
AGE
55
TENURE
2.3 yrs

Ruth Markland

TITLE
Senior Independent Director
AGE
65
TENURE
0.8 yrs

Paul Matthews

TITLE
Independent Non-Executive Director
AGE
57
TENURE
0.7 yrs

Suresh Kana

TITLE
Independent Non-Executive Director
AGE
63
TENURE
0.7 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (£) Value (£)
18. Mar 19 Sell Non-Standard Finance Plc Company 15. Mar 19 15. Mar 19 -27,750 £0.59 £-16,484
10. Aug 18 Buy Timothy Tookey Individual 09. Aug 18 09. Aug 18 65,500 £1.52 £99,468
10. Aug 18 Buy Glyn Jones Individual 08. Aug 18 09. Aug 18 262,128 £1.52 £396,365
27. Jun 18 Sell Inmarsat Plc Company 26. Jun 18 26. Jun 18 -860 £5.72 £-4,885
X
Management checks
We assess Quilter's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Quilter has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

A Holistic Look At Quilter plc (LON:QLT)

Quilter plc (LON:QLT) is a company with exceptional fundamental characteristics. … Upon building up an investment case for a stock, we should look at various aspects. … In the following section, I expand a bit more on these key aspects

Simply Wall St -

Quilter plc (LON:QLT) Is Trading At A 22.13% Discount

Understanding these differences is crucial when it comes to putting a value on the financial stock. … For instance, these businesses must hold a certain level of cash reserves on the books as a safety precaution.

Simply Wall St -

Quilter plc (LON:QLT) Is Trading At A 20.6% Discount Right Now

Pricing QLT, a financial stock, can be difficult since these capital market businesses have cash flows that are affected by regulations that are not imposed upon other sectors. … Asset managers, for example, must hold certain levels of capital in order to maintain a safe cash cushion.

Simply Wall St -

What You Must Know About Quilter plc's (LON:QLT) Major Investors

I am going to take a deep dive into Quilter plc’s (LON:QLT) most recent ownership structure, not a frequent subject of discussion among individual investors. … The impact of a company's ownership structure affects both its short- and long-term performance. … While these are more of a long-term investor’s concern, short-term investors may find the impact of institutional trading overwhelming enough to lose out on what could be a potential opportunity.

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Company Info

Description

Quilter plc provides advice-led investment solutions and investment platforms in the United Kingdom and internationally. The company operates in two segments, Advice and Wealth Management, and Wealth Platforms. The Advice and Wealth Management segment offers face-to-face financial advice services; mortgage and financial planning advice, and financial solutions for individuals and businesses; multi-asset investment solutions for its customers’ accumulation and decumulation needs; and discretionary and advisory wealth management services to private investors and corporate pension funds, trusts, and charities. The Wealth Platforms segment provides adviser-focused investment platform services to Quilter financial planning and third party advisers; and life insurance. It also operates a platform that provides cross-border investment solutions aimed primarily at affluent and high net worth residents seeking investment solutions outside of the United Kingdom, as well as expatriates and international investors in selected offshore markets. The company was incorporated in 2007 and is based in London, the United Kingdom.

Details
Name: Quilter plc
QLT
Exchange: LSE
Founded: 2007
£2,953,054,604
1,902,251,098
Website: http://www.quilter.com
Address: Quilter plc
Millennium Bridge House,
2 Lambeth Hill,
London,
Greater London, EC4V 4AJ,
United Kingdom
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
LSE QLT Ordinary Shares London Stock Exchange GB GBP 25. Jun 2018
OTCPK QUIL.F Ordinary Shares Pink Sheets LLC US USD 25. Jun 2018
DB 2FQ Ordinary Shares Deutsche Boerse AG DE EUR 25. Jun 2018
JSE QLT Ordinary Shares The Johannesburg Securities Exchange ZA ZAR 25. Jun 2018
BATS-CHIXE QLTL Ordinary Shares BATS 'Chi-X Europe' GB GBP 25. Jun 2018
Number of employees
Current staff
Staff numbers
4,343
Quilter employees.
Industry
Asset Management and Custody Banks
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/04/18 22:49
End of day share price update: 2019/04/18 00:00
Last estimates confirmation: 2019/04/18
Last earnings filing: 2019/03/28
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.