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Our services

Discover the investment solutions we have available.
Our services

Discretionary Portfolio Service

Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Discretionary Portfolio Service

Managed Portfolio Service

Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £40,000.
Managed Portfolio Service

Climate Assets Funds

The Climate Assets Balanced Fund and Climate Assets Growth Fund invest in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Climate Assets Funds

AIM Strategy

Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
AIM Strategy

Cash Management Service

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.
Cash Management Service

Costs & charges

Costs & charges
Costs & charges
About us

We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
About us

History

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.
History

Our people

Meet our team of specialists who are here to help.
Our people

European office

European office
European office

Responsible business

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.
Responsible business

Important Information

Important Information
News, views and events

Stay up to date with the latest market news and industry insights from our team of experts.
News, views and events

Latest articles

Read the latest market news and articles from Quilter Cheviot.
Latest articles

Events and webinars

Access our webinars and events to help you stay up to date with the latest market news and industry insights from our experts.
Events and webinars

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Literature

Literature

Investing for generations

Our clients have trusted us to help grow and preserve their wealth for over 250 years.

Discover Quilter Cheviot

Why choose us?

Whether you are investing for retirement, your family or have ethical preferences that you want managed, we have the expertise to help you.

Our specialist expertise

About us

Quilter Cheviot is one of the largest discretionary investment management firms offering bespoke portfolio management.

Our services

Discover the investment solutions we have available.

Frequently asked questions

Get the most out of your investments with instant answers on a wide range of topics including our services, fees and next steps.

Latest articles

Taking Stock - How I Invest

6 minute read

The title says it all, really.

Published today

MPS January Newsletter

2 minute read

Equity markets have started the new year on a positive note with all major indices performing well in the first few weeks of the year, with the UK reaching all-time highs.

Published 5 days ago

Capital Gains Tax - planning imperatives ahead of a reducing allowance

4 minute read

With the annual CGT exempt amount set to substantially reduce over the coming years, our technical specialist, David Denton, discusses key planning imperatives.

Published 6 days ago

The value of your investments and the income from them can fall and you may not recover what you invested.