Quilter Cheviot is determined to meet the challenges of a dynamic market environment within an investment framework that combines the skills of a dedicated research team with those of experienced investment managers, to provide the optimum return for our clients.
Investment houses have become increasingly categorised as ‘value’, ‘growth’ or ‘alternative’. Our belief is that the best results come from a mix of styles adapted to the market cycle; our objective is to identify future trends and give these due emphasis within portfolios.
At a strategic level, long-term portfolios are centred on the long-term returns expected from asset classes, enhanced by exploiting market inefficiencies. We also make active, shorter term, tactical asset allocation decisions.
All key investment committees are chaired by – and include amongst their membership – individuals with client facing investment management experience. These committees provide a set of recommendations which investment managers are able to utilise to implement investment strategies suitable for each individual client.