Discover the investment solutions we have available.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £40,000.
The Climate Asset Fund invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
We encourage our clients to take a long-term approach to investing but also understand that you may want to retain cash for a rainy day, a future project or simply for ease of access.
We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
Our reputation as a wealth management company has been built over 250 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Meet our team of specialists who are here to help.
Our vision is to be our clients’ most trusted partner – passionate about helping them achieve their investment management goals – which means being responsible in all our daily decisions and actions.
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Whether you are investing for retirement, your family or have ethical preferences that you want managed, we have the expertise to help you.
Quilter Cheviot is one of the largest discretionary investment management firms offering bespoke portfolio management.
Get the most out of your investments with instant answers on a wide range of topics including our services, fees and next steps.
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It has been a difficult start to the year for sustainable investors with headwinds from rising interest rates.
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Among the topics discussed – Bank of England rate rise, US employment figures and events in Taiwan and China.
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July marked an impressive recovery for global stock markets, with the MSCI All Country World Index gaining 7% to post its best monthly return since Nov 2020.
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The value of your investments and the income from them can fall and you may not recover what you invested.