)
Quilter (QLT) investor relations material
Quilter Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 core net inflows were £2.9bn, maintaining the 2026 quarterly run rate; YTD core net inflows reached £8.9bn, broadly matching FY 2025’s £9.1bn.
Reported AuMA rose 19% YoY to £160.5bn at 30 September 2026.
Strong flows reflected the dual-channel model, adviser distribution and investment propositions; gross outflow rates were stable versus H1.
Financial highlights
Q3 gross flows were £6.0bn versus £4.9bn in Q3 2025; gross inflows increased 22% YoY, while reported net inflows were £2.7bn.
YTD gross flows were £17.9bn versus £14.4bn in 2025; reported net inflows were £8.5bn versus £6.4bn.
YTD core net inflows increased to £8.85bn from £6.73bn in 2025, a 31% YoY increase.
Outlook and guidance
Core net flows exceeded £9.1bn early in Q4, surpassing the record full-year 2025 outcome.
Management sees a compelling long-term UK wealth-management opportunity and expects strong momentum and market positions to support growth.
Management advocates a stable, predictable policy environment to support long-term investment and confidence among consumers, advisers and providers.
- Adjusted profit rose 11%, with optimisation targeting margin gains through 2021.QLT
H2 2018 - Net flows and AUMA strengthened as platform transformation completed and efficiency plans advanced.QLT
H2 2020 - A simplified, integrated wealth model targets more than doubling adjusted profit by 2025.QLT
Investor presentation - Integrated growth strategy pairs higher flows with a 30%+ FY25 operating-margin target.QLT
Investor presentation - Strong FY21 flows support growth plans; simplification targets efficiency gains.QLT
Investor presentation - A broad advice-and-platform model targets the UK’s sizeable savings advice gap.QLT
Investor presentation - Adjusted profit grew as AuMA rose, despite weaker flows and market uncertainty.QLT
H2 2019 - H1 2018 profit growth advanced despite lower integrated flows.QLT
Investor presentation - Adjusted PBT rose 28% as net flows surged; growth and efficiency remain the 2022 focus.QLT
H2 2021
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)