Who we are
Quilter Cheviot has a heritage that can be traced back to 1771. We focus on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds and their professional advisers.
Our investment managers focus on building long-term strategic relationships with professional advisers and their clients, established on a foundation of exemplary personal service and investment expertise.
We have developed a three tiered investment service comprising of a range of portfolio services all of which are based on the guideline portfolio strategies produced by our investment committee. This service allows clients of all portfolio sizes to gain access to our investment strategies.
What we do
QuilterCheviot focuses on structuring and managing bespoke portfolios for private clients, professional intermediaries, charities, trusts and pension funds through its Defaqto 5-star rated Discretionary Portfolio Service. The Defaqto 5-star rated Managed Portfolio Service and award-winning Libero Funds are also a key part of the company’s offering.
Discretionary Portfolio Service
We offer the Discretionary Portfolio Service for portfolios typically in excess of £200,000.
Our investment managers make day-to-day investment decisions on behalf of the client, which allows them to act quickly to take advantage of investment opportunities, a freedom that is essential in today’s volatile markets.
Managed Portfolio Service
Our Managed Portfolio Service includes an extensive range of collective model portfolios for clients with £25,000 or more to invest. With eight strategies to choose from, clients can own an investment portfolio that meets their personal financial objectives and preferred level of risk.
Libero Portfolio Service
The award winning Libero Portfolio Service is part of Quilter Cheviot’s Open Ended Investment Company (OEIC) structure. The fund range allows you and your clients access to our investment expertise through a unitised structure for clients with £1,000 or more to invest.
Chief Investment Officer
+44 (0) 207 150 4270
Assistant to Chief Investment Officer
+44 (0) 207 150 4296
Business Development Director
+44 (0) 1534 506158