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History

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

1771

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

1773

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

1869

Quilter Balfour & Co is formed

1900s

1981

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

1986

The ‘Big Bang’ abolishes out-of-date financial practices, opening the floodgates to international capital.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

1988

Quilter Goodison & Co is acquired by Commercial Union

2000s to present

2001

Launched the first Managed Portfolio Service (MPS)

2006

Cheviot Asset Management launches

2011

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

2013

Cheviot Asset Management merges with Quilter

2015

Old Mutual Wealth acquires Quilter Cheviot Investment Management

2018

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

2019

Quilter Cheviot Europe established and authorised

2020

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

2021

Launched the Positive Change strategy combining ESG and sustainable investment approaches

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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