Full Year 2025 Quilter PLC Earnings Call Transcript
Key Points
- Quilter PLC (FRA:2FQ0) reported a record core net inflow of GBP 9 billion, a 75% increase from 2024.
- The company achieved an operating margin of 30%, aligning with its medium-term goals.
- Adjusted profit increased by 6% to GBP 207 million, reflecting higher revenues and effective cost management.
- Earnings per share rose by 4% to 11p, and the Board declared a 7% increase in dividends to 6.3p.
- Quilter PLC (FRA:2FQ0) announced a share buyback and a change in distribution policy, indicating strong capital management.
- The geopolitical environment, particularly in the Middle East, poses uncertainties for Quilter PLC (FRA:2FQ0).
- Speculation and uncertainty around the UK budget temporarily affected business flows.
- The High Net Worth segment experienced above-average outflows in Q4 due to pre-budget speculation.
- The company anticipates a slight attrition in High Net Worth margin due to a mix shift from DPS to NPS.
- Quilter PLC (FRA:2FQ0) expects to invest more in 2026, which may increase costs beyond the typical inflation plus a few percentage points.
All right. Good morning, everyone, and welcome to our 2025 results presentation. Before I start, we are all conscious with the very uncertain global political environment that we see, geopolitical environment. Across Quilter, our thoughts are with our colleagues and our clients in the Middle East right now.
Let me get on to the results. I will start with a review of the year. Then I will cover our business highlights and talk through our flow performance. Mark will take us through the financials, and then I want to spend some time today talking about the growth outlook and the exciting opportunities that we see ahead. After that, we'll finish with Q&A as usual.
I'm very pleased with our strategic and financial performance in 2025. We delivered another good year of strong profit growth from a very strong base in 2024. We saw excellent momentum in flows, taking market share in growing markets. Let me run through the highlights. Core net inflows were up a record -- to record GBP 9 billion, that's 75% higher than
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