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We’re proud to be able to trace our heritage back to 1771

Throughout our history our standards and values have remained consistent. Our impartial approach is underpinned by our high standards of personal service, our drive to build and preserve the wealth of our clients as well as our belief in the importance of a robust investment process have remained unchanged.

It is this ability to continually adapt and evolve that has kept us at the forefront of the sector for 250 years.

Our origins


The earliest incarnation of Quilter Cheviot, William Morris and Sons is formed. It is a partnership of 150 stockbrokers that created a club at Jonathan’s Coffee House


The London Stock Exchange is born in a building in Sweetings Alley, with a dealing room on the ground floor and a coffee house above


Quilter Balfour & Co is formed



Quilter remains at the forefront of the industry and after merging with many smaller partnerships, becomes Quilter Goodison & Co


The ‘Big Bang’ abolishes out-of-date financial practices, opening the floodgates to international capital. Sir Nicholas Goodison is made senior partner and Chairman of The London Stock Exchange


Quilter Goodison & Co is acquired by Commercial Union

2000s to present


Launched the first Managed Portfolio Service (MPS)


Cheviot Asset Management launches


Launched one of the first sustainable funds, the Climate Assets Balanced Fund


Cheviot Asset Management merges with Quilter


Old Mutual Wealth acquires Quilter Cheviot Investment Management


Old Mutual Wealth rebranded to Quilter and listed on the London and Johannesburg Stock Exchanges


Quilter Cheviot Europe established and authorised


Launched the Quilter Cheviot Global Income and Growth Fund for Charities (CAIF)


  • Launched the Positive Change strategy combining ESG and sustainable investment approaches
  • Launched the Managed Portfolio Service strategies using our handpicked building blocks funds.

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Specialist expertise

Some areas of investing can be more complex than others, so we have dedicated team of experts who can support and give you the benefit of years of experience in their field.

Specialist expertise

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