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The ‘Big Bang’ abolishes out-of-date financial practices, opening the floodgates to international capital.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