With a heritage that can be traced back to 1771, we are:
- Passionately committed to our clients – our unbiased approach enables us to build investment portfolios that are tailored to each client’s individual preferences.
- Market leading – bringing exemplary personal service, the latest research and investment management expertise.
- At the forefront of innovation – constantly seeking out new investment opportunities from across the globe, as well as having led the way in developing professional investment management outsourcing solutions for financial advisers.
- Investing on behalf of over 37,500 clients – across the UK, in Dublin and Jersey, with over £20.1 billion in assets*.
- Award winning – the standards we have set have been recognised with the award of a Defaqto 5* rating for our Discretionary Portfolio Service (DPS) and Managed Portfolio Service (MPS) in 2012, 2013, 2014, 2015 and 2016.
- Part of a FTSE 100 company – as part of Old Mutual Wealth, we are a financially secure partner for our clients, with significant resources available to continuously develop the products and services we offer to them.
Find out more about us by viewing our video: We Are Quilter Cheviot here.
*As at 31 October 2016