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The ‘Big Bang’ abolishes out-of-date financial practices, opening the floodgates to international capital.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 Balanced 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
- Launched the Managed Portfolio Service strategies using our handpicked building blocks funds.