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Overview
Quilter provides wealth management and financial planning services in the United Kingdom. It helps people manage investments, pensions, and savings across the entire investment journey, offering products such as investment portfolios, financial advice, and retirement planning through a broad set of services. The company stands out by serving as a large, established UK provider with a wide range of products tied to every stage of a client’s financial life, aiming to support clients through education and guidance as their money grows. Quilter’s goal is to create brighter financial futures for every generation.
About Quilter
Industries
Consulting
Financial Services
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
2007
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Simplify's Take
What believers are saying
- H1 2026 adjusted pre-tax profit rose 12% to £112m, supporting investment and buybacks.
- AUMA reached £157.4bn by June 2026, creating operating leverage on fee revenue.
- Aveni Assist and FNZ integration should cut adviser admin and expand client capacity.
What critics are saying
- Quilter Cheviot lost 16 advisers in H1 2026, exposing retention and productivity fragility.
- UK wealth platforms face fee compression; Quilter's growth depends on relentless flow generation.
- FCA complaints reporting pressure and AI-enabled advice raise conduct risk across adviser networks.
What makes Quilter unique
- Quilter posted £6.0bn core net inflows in H1 2026, proving distribution strength.
- WealthSelect reached £29.3bn in H1 2026, giving Quilter scale in UK managed portfolios.
- Quilter hired Phoebe Barter in 2026 to sharpen its financial-planning brand and adviser marketing.
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Quilter signals growth intent with hire of Aviva marketing director. The marketer joins as the wealth management company looks to be "the leading destination for financial planning in the UK". Phoebe Barter, currently group brand director at Aviva, is set to join wealth management business Quilter as brand and marketing director. Barter will join Quilter at the end of the year, reporting to the organisation's chief customer and operations officer, Jo Harris. She will lead Quilter's brand and marketing function, with responsibility for brand strategy, marketing communications, adviser and customer marketing and events. Commenting on the appointment, Harris says Barter's expertise will help the brand take its "ambition to the next level", as the company continues to build momentum behind its 'Money Needs a Plan' brand platform, which aims to encourage more people to engage with their finances, move from saving to investing where appropriate, and benefit from purposeful planning and professional financial advice. "Phoebe is one of the most experienced brand leaders in financial services and I'm delighted to welcome her to Quilter. Her track record of building trusted, customer-focused brands will be a tremendous asset as we continue to grow," Harris adds. She also claims there is a "clear ambition for Quilter to become a household name and the leading destination for financial planning in the UK". Barter brings more than 20 years of experience in brand, marketing, communications and sponsorship across financial services to Quilter. Prior to her five- year tenure at Aviva, she held senior brand director roles at Barclays for eight years and American Express for almost ten years, after she started her career at Mastercard in 2003. On her latest appointment, Barter says she's "excited to join Quilter" and work with colleagues across the business to "continue building a brand that stands out, creates impact and helps more people benefit from financial advice". "The business has a clear purpose, a strong growth strategy and a hugely relevant proposition at a time when more people are looking for confidence and clarity in their financial lives," she adds. At Aviva, she helped to roll out the business' brand refresh in 2024. At the time, she said the focus of her role was to "turbocharge the success that was already there" through research and evolution, as it had also undergone a brand relaunch in 2021 under her predecessor Raj Kumar.
The Openwork Partnership boosts growth strategy with senior leadership appointments. Willem van Rooy will join as director of mergers, acquisitions and succession, while Aidan Chavasse will become CFO at Omnis Investments from January 2027. The Openwork Partnership has made two senior leadership appointments to support its growth strategy. Willem van Rooy (pictured, left) will join as director of mergers, acquisitions and succession at the start of 2027. He will lead the strategic investments team, focusing on acquisitions and helping advisers and firms across the network with succession planning. Van Rooy joins from Quilter plc, where he was mergers and acquisitions director. Aidan Chavasse (pictured, right), currently strategic investments director at Openwork, will become chief financial officer (CFO) at Omnis Investments from January 2027. Chavasse has held several senior finance and strategy roles across Openwork, including interim chief financial officer and head of finance and strategy. van Rooy said: "There is a significant opportunity to use M&A to drive inorganic growth and succession across the Partnership. "I am excited to join at a point where there is real ambition to build a disciplined, scalable acquisition capability and to work with the team to turn that ambition into meaningful growth." Chavasse said: "I am incredibly proud of what The Intermediary has achieved in the Strategic Investments team. "Its initial work has delivered strong successes and set the Partnership up to excel in this space to function as a key lever in its growth journey. "Equally, I am incredibly excited to be stepping into this new role at Omnis as it too takes on a pivotal stage in its evolution and growth." Rob Barker, CEO at the Openwork Partnership, said: "Supporting advisers through strategic investments remains central to Openwork's ambition of becoming the UK's leading financial advice network. "Willem's record of building and executing acquisition strategies on a scale makes him the ideal person to lead that work. I look forward to welcoming him to Openwork. "Aidan has already demonstrated the rigour, commercial acumen and leadership needed to deliver some of the Partnership's most significant strategic initiatives, and he will bring those same strengths to Omnis as it enters its next phase of growth and development."
The Openwork Partnership bolsters growth strategy with senior leadership appointments. 24/08/2026 * Willem van Rooy joins from Quilter plc to lead Openwork's Strategic Investments team, as Aidan Chavasse becomes CFO of Omnis Investments. London, 24 August 2026 - The Openwork Partnership ("Openwork"), one of the UK's largest financial advice networks, today announces two senior leadership appointments across the Group, as it strengthens its acquisition, succession and investment capabilities to support the next phase of its growth strategy. Willem van Rooy will join Openwork as Director of Mergers, Acquisitions & Succession, taking up the role at the start of 2027. He will lead Openwork's Strategic Investments team, supporting the Partnership's development through strategic acquisitions and helping advisers and firms across the network navigate succession opportunities. Supported by Openwork's partnership with Bain Capital, the team has already made considerable progress in 2026, including the acquisition of West Midlands Mortgage Centre, a valued part of the Openwork network for more than 20 years. Willem joins from Quilter plc, where, as Mergers & Acquisitions Director, he led the development of the group's acquisition and integration framework and executed multiple transactions with a combined value of more than £2 billion. He brings over two decades of financial services experience to the role. As part of the changes, Aidan Chavasse, Openwork's current Strategic Investments Director, will take on the new role of Chief Financial Officer at Omnis Investments, which manages £11.4 billion in assets, from January 2027. Aidan has held several senior finance and strategy roles across Openwork, including as Interim CFO and Head of Finance & Strategy. His appointment comes at an exciting time for Omnis as it continues to evolve its proposition and executes on an ambitious growth plan. Rob Barker, CEO at The Openwork Partnership, said: "Supporting advisers through strategic investments remains central to Openwork's ambition of becoming the UK's leading financial advice network. Willem's record of building and executing acquisition strategies on a scale makes him the ideal person to lead that work. I look forward to welcoming him to Openwork. Aidan has already demonstrated the rigour, commercial acumen and leadership needed to deliver some of the Partnership's most significant strategic initiatives, and he will bring those same strengths to Omnis as it enters its next phase of growth and development." Willem van Rooy, incoming Director of Mergers, Acquisitions & Succession at The Openwork Partnership, said: "There is a significant opportunity to use M&A to drive inorganic growth and succession across the Partnership. I am excited to join at a point where there is real ambition to build a disciplined, scalable acquisition capability and to work with the team to turn that ambition into meaningful growth." Aidan Chavasse, incoming CFO of Omnis Investments, said: "I am incredibly proud of what we have achieved in the Strategic Investments team. Our initial work has delivered strong successes and set the Partnership up to excel in this space to function as a key lever in our growth journey. Equally, I am incredibly excited to be stepping into this new role at Omnis as it too takes on a pivotal stage in its evolution and growth." About The Openwork Partnership Openwork Limited is one of the UK's largest and longest-established financial advice networks, supporting nearly 5,000 advisers across 800+ firms across Openwork, 2plan, and Owl Financial. Covering the full spectrum of advice, from protection, mortgages, wealth planning, and investments, Openwork Limited help advisers grow their businesses and deliver outstanding advice to clients. Its network is built on partnership and collaboration. From support with recruitment, through to growth, succession and renewal, Openwork Limited enable its network firms to build and grow successful, sustainable practices and focus on delivering the best possible advice to their clients. This includes access to its proprietary investment proposition, Omnis Investments, the Openwork Business School, a dedicated platform to support recruitment, training and professional development across the network, and its 800+ strong central team which offers expert support in areas such as compliance, technology, marketing, and operations. The Openwork Group is majority-owned by the Openwork Partnership LLP with Bain Capital and its employees holding minority stakes. Media contact Hamza Farooq Senior External Communications Manager The Openwork Partnership
St James's Place adds four appointed representatives. Takes partner practice numbers to about 2,700. St James's Place (SJP) has added four appointed representatives (ARs) to its partnership. Larry Yesufu, Matthew Kemp, Mitchell Hough and Richard Woods have joined SJP, moving from Quilter, Skipton Building Society, NFU Mutual and Nationwide Building Society respectively. Yesufu, of Heightgate Financial Associates, has joined from Quilter, where he was a financial planner. Based in north London, he specialises in retirement planning, estate planning and tax planning. Kemp, who runs Ferndale Financial Planning in Dorset, joined from Skipton Building Society, where he spent more than a decade as a financial planning manager. He has more than 30 years' experience in financi... To continue reading this article... Join professional adviser for free. Signup and gain exclusive members-only insights
Quilter pre-tax profits up 12% to £112m in H1. Record core net flows of £6bn. Quilter has reported pre-tax profits of £112m for the first half of the year, up 12% on the same period in 2025. Its interim results for the first half of 2026 also saw revenue grow by 12% to £379m compared to £337m in H1 2025. The business said this reflected "strong growth in management fee revenue partially offset by lower investment revenue generated on shareholder funds". Total AUMA increased by 11% to £157.4bn since 31 December 2025, "reflecting reported net inflows of £5.8bn and positive markets". Platform AUA grew by 13% to £117.9bn. The results added that first half net inflows of £5.4bn (H1 2025: £4.2bn) increased 28% on the first half of 2025 and represented 10% (annualised) of openi... To continue reading this article... Join professional adviser for free. Signup and gain exclusive members-only insights
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About Quilter
Industries
Consulting
Financial Services
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
2007
Quilter is Hiring for 40 Jobs on Simplify!
Find jobs on Simplify and start your career today