Stock Markets April 22, 2026 03:50 AM

Quilter Posts Record Q1 Net Flows; Shares Rise on Strong Inflows

Wealth manager reports £3.1bn core net flows and AUA ahead of forecasts as Quilter Platform drives Affluent growth

By Sofia Navarro
Quilter Posts Record Q1 Net Flows; Shares Rise on Strong Inflows

Quilter plc reported record first-quarter core net flows of £3.1bn, equivalent to 9% of opening assets under administration on an annualized basis, sending the stock higher. Affluent net flows of £2.9bn beat consensus by 50%, High Net Worth inflows outperformed expectations, and closing assets under administration ended the quarter at £141.9bn, 3% above consensus.

Key Points

  • Core net flows of £3.1bn in Q1 2026 equate to 9% of opening assets under administration on an annualized basis - impacts wealth management and asset management sectors.
  • Affluent net flows of £2.9bn were 50% above consensus and the Quilter Platform was a main contributor to Affluent segment growth - impacts wealth platforms and adviser distribution channels.
  • Closing assets under administration were £141.9bn, 3% above consensus, while WealthSelect AUM rose 35% YoY to £26bn - impacts managed portfolio products and AUM-driven revenue streams.

Shares of Quilter plc rose 4.5% on Wednesday after the wealth manager announced record net inflows for the first quarter of 2026. Management reported core net flows totaling £3.1bn, a level that amounts to 9% of opening assets under administration on an annualized basis.

Within the Affluent segment, net flows reached £2.9bn, a result 50% higher than consensus estimates. The High Net Worth segment also produced flows above what analysts had forecast. The company closed the quarter with assets under administration of £141.9bn, which was 3% ahead of consensus expectations.

Gross flows improved in both the Quilter channel and the independent financial adviser channel, rising 22% in each case. Net flows in those channels increased by 22% and 24% respectively, underscoring broad-based client activity across distribution routes.

The report highlighted the Quilter Platform as a primary driver of growth in the Affluent business. Management described the platform as the most scalable and profitable part of the group, and it accounted for a substantial portion of the Affluent inflows during the quarter.

In the High Net Worth segment, gross inflows were £944m, above the two-year average of about £750m. The company attributed the strong High Net Worth performance to favorable conditions for tax planning and Quilter’s competitive position within the Affluent market, reflecting the firm’s ability to attract higher-value client flows.

Productivity metrics also improved. Annualized productivity per Quilter Adviser rose to £3.9m from £3.4m year-on-year. Client persistence held steady in the low 90% range, indicating stable retention levels among existing clients.

Assets in the WealthSelect managed portfolio service grew markedly, with assets under management in that suite increasing 35% year-on-year to reach £26bn.

The quarter did include a market-related headwind. Market movements were more negative than expected, which created pressure on assets under administration; despite that drag, the record flows are expected to support upward revisions to earnings estimates.


What this means

  • Quilter delivered material net inflows across Affluent and High Net Worth segments, with the Quilter Platform central to Affluent growth.
  • Productivity per adviser improved and client persistence remained in the low 90% range, supporting operational resilience.
  • Negative market movements offset some of the benefits of flows by creating a headwind for assets under administration.

Risks

  • Market movements during the quarter were more negative than expected, creating a headwind for assets under administration - affects asset management and wealth management revenue sensitivity to markets.
  • A significant portion of Affluent growth was driven by the Quilter Platform, indicating concentration of scalable profit generation in one part of the business - affects platform-focused distribution and profitability exposure.
  • Client persistence remained stable in the low 90% range rather than improving, which could limit upside from retention metrics if persistence does not increase - affects recurring revenue stability in wealth management.

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