Market's view on Quilter

Published on April 2024

  • Positive sentiment is noted following a strong update, with expectations of stock price reaching 120p soon.
  • Discussions on the importance of providing alternative views when down voting posts on the forum.
  • Speculation about the company being a potential takeover target due to its attractive dividend yield and perceived potential.
  • The performance of the company compared to Aberdeen, especially in terms of assets under management, is discussed, highlighting Quilter’s focus on being an advice-led business.
  • There are concerns about the costs affecting retail customers, including charges from investment management and advice fees, which could impact real returns.
  • Optimism is expressed following Quilter’s interim results showing a 25% increase in adjusted profit and various growth and efficiency initiatives.
  • Some watchers express concern over the market trends moving towards ETFs and the impact on the company’s stock price.
  • Discussions about the consolidation in the UK wealth management sector and the potential for a bid due to attractive dividend yield and valuation.
  • There’s a mention of personal investment in the company’s stock at a perceived low price, indicating undervaluation.
  • Concerns are raised about the falling market and its impact on assets under management, with speculation on how much further the stock might fall.
  • A broader discussion is had on the shift from wealth managers to lower-cost index trackers, and the challenges faced by fund managers in outperforming the index.
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