Categories: Professional Services
As one of the UK’s largest discretionary investment management firms, Quilter Cheviot provides and manages bespoke investment portfolios for private clients, trusts, charities, pension funds and their professional advisers.
With a heritage that can be traced back to 1771, we are:
- Passionately committed to our clients – our unbiased approach enables us to build investment portfolios that are tailored to each client’s individual preferences.
- Market leading – bringing exemplary personal service, the latest research and investment expertise.
- At the forefront of innovation – constantly seeking out new investment opportunities from across the globe, as well as having led the way in developing professional investment outsourcing solutions for financial advisers.
- Investing on behalf of over 37,500 clients – across the UK, in Dublin and Jersey, with over £16.7 billion in assets*.
- Award winning – the standards we have set have been recognised with the award of a Defaqto 5* rating for our Discretionary Portfolio Service (DPS) and Managed Portfolio Service (MPS) in 2012, 2013, 2014 and 2015.
- Part of a FTSE 100 company – as part of Old Mutual Wealth, we are a financially secure partner for our clients, with significant resources available to continuously develop the products and services we offer to them.
Find out more about us by viewing our video: We Are Quilter Cheviot here.