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 financial condition, performance and results.
By their nature, all forward-looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Quilter plc's control including amongst other things, international and global economic and business conditions, the implications and economic impact of the COVID-19 pandemic and the conflict in Ukraine, market-related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Quilter plc and its affiliates operate. As a result, Quilter plc's actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Quilter plc's forward-looking statements.
Quilter plc undertakes no obligation to update the forward-looking statements contained in this presentation or any other forward-looking statements it may make.
Nothing in this presentation should be construed as a profit forecast.
Nothing in this presentation shall constitute an offer to sell or the solicitation of an offer to buy any securities.
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Agenda
Time
Session
Presenter
13:00-13:30
Welcome
Steven Levin
13:30-14:00
Distribution
Steve Gazard
14:00-14:25
Proposition
Marcus Brookes
14:25-14:35
Break
14:35-15:00
High Net Worth
Andy McGlone
15:00-15:30
Finance and operations
Mark Satchel
Karin Cook
Hanlie van Staden
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Steven Levin, CEO
Industry context - secular growth with cyclical challenges
UK Wealth market has strong secular growth potential
Market headwinds in 2022 - expect gradually improving sentiment over 2023
Economic downturn, higher interest rates, cost-of-living challenges have impacted flows - expect 2023 to be a year of gradual improvement. Targeting c.2%+ net flows
Adviser consolidation causing market disruption
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Quilter plc published this content on 07 June 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 07 June 2023 11:15:07 UTC.
Quilter plc is a United Kingdom-based wealth management company engaged in providing investment and wealth management services, multi-asset investment solutions, and financial advice through its subsidiaries and associates primarily in the United Kingdom. The Company operates through two segments: Affluent and High Net Worth. Its Affluent segment includes Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. Its High Net Worth segment includes Quilter Cheviot and Quilter Private Client Advisers. Quilter Cheviot provides discretionary investment management predominantly in the United Kingdom with bespoke investment portfolios tailored to the individual needs of high-net-worth clients, charities, companies, and institutions through a network of branches in London and the regions. Quilter Private Client Advisers provide financial advice for protection, mortgages, savings, investments, and pensions, predominantly to high-net-worth clients.
QUILTER PLC 
