Quilter plc First Quarter 2026 Trading Statement

22 April 2026

Quilter reports record quarterly core net inflows, exceeding £3 billion for the first time

Q1 core net inflows increased 35% on the prior year period and represented 9% (annualised) of opening AuMA

Quilter plc highlights:

Group Assets under Management and Administration (“AuMA”): £141.9 billion at 31 March 2026. Record reported net inflows of £3.0 billion were largely offset by market movements due to geopolitical events around the quarter end. The recovery in markets in recent weeks has led to a meaningful uplift in AuMA from the end March level.

First quarter flows:

• Quilter demonstrated continued strong momentum across its business with core net inflows of £3.1 billion in the first quarter, an increase of 35% on the equivalent prior year period, representing 9% (annualised) of opening assets (Q1 2025: 8%).
• In the Affluent segment, the strength of the Quilter Platform proposition continues to be demonstrated by strong business volumes:
  • Quarterly net inflows of £2,857 million represented 11% (annualised) of opening AuMA (Q1 2025: £2,198 million representing 10% of opening AuMA, annualised).
  • Quilter channel gross and net inflows onto the Platform both increased by 22% year-on-year.
  • IFA channel gross inflows onto the Platform increased 22% year-on-year. IFA channel net inflows of £1,943 million were 24% higher than the comparable period (Q1 2025: £1,573 million).
• In the High Net Worth segment:
  • Quarterly gross inflows of £944 million were materially higher than the run-rate of recent quarters.
  • Net inflows of £214 million represented 3% (annualised) of opening AuMA (Q1 2025: 2%) and increased 80% year-on-year.
• Core business persistency levels remained stable year-on-year.
• Productivity: Quilter channel annualised gross sales per Quilter Adviser were £3.9 million in the first quarter, 15% higher year-on-year.

Steven Levin, Chief Executive Officer of Quilter plc, commented:

“I’m really pleased with Quilter’s continued momentum in the first quarter of 2026, building upon our very strong end to 2025. We delivered a record quarter for net inflows, surpassing the £3 billion core net inflow threshold for the first time, with this representing 9% of opening assets (on an annualised basis) versus 8% for Q1 2025 and 2025 as a whole.

“I am particularly delighted with the continued momentum demonstrated by our Platform with net inflows 23% higher in the first quarter of 2026. Net inflows in each month exceeded the comparable period in 2025, and ahead of the tax year end in March, we delivered our highest ever monthly level of gross flows. This performance was further supported by the continued growth of our WealthSelect MPS, the largest in the market, which achieved AUM of £26.0 billion by the end of March, an increase of 35% year-on-year.

“Our High Net Worth segment delivered much higher levels of new business in the first quarter compared to the recent quarterly run-rate which in turn contributed to higher levels of net inflows of £214 million, around 80% higher than the corresponding period of 2025.

“We are mindful of the current geopolitical uncertainty. Our advice-led philosophy is designed to support customers through all market conditions. Our consistent strong performance reflects our customers’ recognition of the quality of our service and propositions, together with the strength of our distribution capabilities. The UK Wealth market continues to offer meaningful long-term secular growth opportunities, and, as our flow momentum demonstrates, we are delivering on that.”

Enquiries

Investor Relations:

John-Paul Crutchley                                   +44 (0) 7741 385 251

Keilah Codd                                                  +44 (0) 7776 649 681

Media:

Tim Skelton-Smith                                       +44 (0) 7824 145 076

Camarco: 

Geoffrey Pelham-Lane                               +44 (0) 7733 124 226

Ben Woodford                                          +44 (0) 7990 653 341

Company Secretary:

Clare Barrett                                                  +44 (0) 7741 384 512               

Disclaimer

This announcement may contain 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 global conflicts, economic and political uncertainty, market related risks such as fluctuations in interest rates, inflation, deflation, equity markets, credit markets, and exchange rates, the policies, actions and timing of decisions by regulatory authorities, changes in laws, tax policy or regulations in the jurisdictions in which Quilter plc and its affiliates operate; and impact of competition within the financial services industry.

Forward looking statements are also subject to risks relating to operational and technological resilience, including cybersecurity threats, data breaches, system failures, IT infrastructure changes, and dependence on third party suppliers and outsourcing partners. Additional uncertainties may arise from evolving consumer behaviours, demographic trends, and the broader macroeconomic environment, as well as the timing, completion and integration of any future acquisitions, divestments or business combinations.

These and other factors could cause Quilter plc’s actual future financial condition, performance and results to differ materially from the plans, goals and expectations expressed or implied by forward‑looking statements. Quilter plc therefore cautions readers not to place undue reliance on such statements, which speak only as of the date made, and undertakes no obligation to update publicly or revise this announcement or any forward‑looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law.

Quilter plc data tables for the three months ended 31 March 2026 (£bn) – unaudited

Quilter plc data tables for the three months ended 31 March 2025 (£bn) – unaudited