Who we are
As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping you invest for a lifetime of opportunities and challenges.
Our investment managers have an average of over 16 years’ industry experience, with over 10 years at Quilter Cheviot
5* Defaqto ratings for our Discretionary and Managed Portfolio Services
Trusted by over 36,000 clients to manage £24.9 billion of assets under management (as at 30 September 2022)
What we do
No two clients are the same. Whether you are paying school fees, buying property or investing for your retirement, you want to be confident your money is working as hard as it can for you.
That is why when you become a client of Quilter Cheviot you will be assigned an experienced, dedicated Investment Manager who will create and manage your investment portfolio to help you achieve your goals at every stage.
Our personal approach
"Our focus is on helping you invest for a lifetime of opportunities and challenges. When clients appoint us as their Investment Manager they expect us to take care of their wealth. For each client, this means something different. This level of individual attention is increasingly rare but defines the standard of personal service we provide to every one of our clients."
Tim Childe, Head of International & Jersey Office
We are part of Quilter plc, one of the leading providers of advice, investments and wealth management both in the UK and internationally. Quilter plc manages £96.9 billion of investments (as at 30 September 2022) and is listed on the London and Johannesburg stock exchanges.
Gold rated service
Defaqto 5* rating
ARC 3D award