Over the years, Quilter has grown from beginning life as a life insurance company to a complete wealth manager. Our story is one of organic growth and successful acquisitions of companies that complement our purpose of helping people secure their financial futures.
- We’re proud to deliver financial strength and stability for our customers. Quilter plc is listed on both the London Stock Exchange, and the Johannesburg stock exchange. Over half a million customers across our group trust us with £113.8bn of their money, as at 30 June 2024.
- Fitch, a leading provider of credit ratings, rates Quilter A- as of 19 June 2024, meaning it considers us to have ‘high credit quality’ and thinks our ability to pay our financial commitments is strong.
- Financial experts also look at a company’s solvency ratio to assess the strength of its financial resources. Quilter’s Solvency II ratio was 268% as at 30 June 2024.
We have received reports of Claims Management Companies (CMCs) indiscriminately targeting customers through social media and via phone regarding compensation allegedly owed by Quilter for ongoing advice services. Find out more about this.
Our origins – Quilter Cheviot and Skandia
1771
The earliest incarnation of Quilter Cheviot, William Morris and Sons is formed. It’s a partnership of 150 stockbrokers that created a club at Jonathan’s Coffee House.
1979
Skandia Life is formed by a group of executives from the Swedish insurer Skandia.
Joining forces with Old Mutual & Quilter Cheviot
2006
- Old Mutual acquires Skandia.
- Cheviot Asset Management launches.
2008
Skandia Investment Group launches, to develop new investment solutions for the UK and international business.
2012
Old Mutual Global Investors is formed, combining Skandia Investment Group’s multi manager expertise with Old Mutual Asset Managers’ direct investment prowess.
2013
Cheviot Asset Management merges with Quilter, forming Quilter Cheviot Investment Management.
2014
- Skandia says goodbye to the Skandia name with pride and rebrands to Old Mutual Wealth.
- Old Mutual Wealth acquires Intrinsic, the financial adviser network with 3,000 advisers, which was formed in 2005.
2015
Old Mutual Wealth acquires Quilter Cheviot Investment Management.
Our journey continues as Quilter
2018
- Old Mutual Wealth separates from Old Mutual and rebrands to Quilter. Quilter plc lists on the London and Johannesburg Stock Exchanges.
- Financial Adviser School (acquired by Intrinsic from Sesame in 2016) rebrands to Quilter Financial Adviser School.
- Old Mutual Global Investors sold.
- Old Mutual Wealth Private Client Advisers becomes Quilter Private Client Advisers.
- Old Mutual Investment Management becomes Quilter Investors.
2019
- Intrinsic rebrands to Quilter Financial Planning.
- Quilter Financial Planning acquires Charles Derby Group.
- Quilter Financial Planning acquires Lighthouse Group Limited.
- The sale of Quilter Life Assurance.
2020
Charles Derby Financial Services becomes Quilter Financial Advisers.
2021
- Old Mutual Wealth UK becomes the Quilter Investment Platform.
- The sale of Quilter International completes the journey to deliver a focused UK wealth management business.
2023
- Quilter Private Client Advisers becomes Quilter Cheviot Financial Planning.
More about Quilter
Our ratings and awards
We’re proud to be recognised for the difference we make for our clients and advisers.
The Quilter Companies
Our services are delivered through a number of businesses which make up the Quilter group of companies.