Quilter annual report

Focusing on a unique investment story

Quilter is a leading full-service wealth manager, providing advice-led investment solutions and investment platform services to 500,000 clients. The company strives to create prosperity for this and future generations through long-term advice-based relationships backed by impressive service.

The Challenge

In a transformational year in which Quilter sold its international division and completed a major structural programme, this report presented an ideal opportunity to showcase a simplified business prepared for its next stage of growth. With different themes competing for attention, our challenge was to communicate a single, sharply-focused story that put the benefits of a simplified business at its heart.

Our Approach

Part of our response was to use a Q&A with changemakers across Quilter to bring to life key topics and show the depth of expertise and knowledge beyond the boardroom. Given it was a pivotal year and the focus was to communicate the next stage in Quilter’s journey, we made the annual report central to its investor communications suite, building on announcements made during the Capital Markets Day.

We considered online content mapping at every stage, working closely with Quilter’s digital team and adapted the printed content to present extracted highlights in a year-end performance film. The annual report acts as a vital document for investors and a foundation for other external publications including a standalone TCFD Report, Stewardship Report and the company’s website.

The Result

Quilter is a young company that holds a lot of weight. The annual report presents a clear vision in a crowded industry and meets the challenges of a better-connected strategy, governance and performance.

“With a relatively small budget and garnering support from multiple teams, the new digital content structure has helped us not only to improve accessibility but has also enabled us to broaden the report’s engagement with all stakeholders by promoting the report across social channels.”

Keilah Codd, Investor Relations Manager


Shortlisted for ‘Best FTSE 250 Annual report’ at the IR Society awards.

Services & contact

  • Best practise consultancy
  • Design & production
  • Sustainability consultancy
  • Online mapping consultancy