Our Service

Why choose Quilter Cheviot?

When it comes to bespoke investment management, we understand the importance of a personal, innovative service.

As one of the UK’s largest independently owned discretionary investment management firms, we provide and manage bespoke investment portfolios for private clients, trusts, charities and pension funds and their financial advisers.

In fact, whoever our clients are, however much they choose to invest, our unique, unbiased and unconstrained approach is the same for all: to achieve the highest risk-rated return; identifying the best opportunities from across the globe and managing them effectively to reflect our clients’ unique requirements.

Here you’ll discover our commitment to meeting your requirements, and those of your clients forging lasting relationships that grow with your goals, aspirations and business needs.

The Quilter Cheviot introducer experience

Draw on our experience of working with professional intermediaries and their clients for over 20 years. Whether your clients are aiming for growth or capital preservation, we’ll draw on our unbiased, unconstrained investment expertise to build a bespoke investment portfolio tailored to their individual preferences.

Our ethos is one of personal service, both for you and for them. Your client can meet with us, as and when they need to and influence or dictate their investment mandate as much as they wish. We’ll also provide you both with online access to the latest valuations and reports.

It’s a service designed to be right by your side; saving you time, offering you a network of support and a vibrant professional community, and giving you the opportunity to focus on holistic financial planning. While all the time understanding that you retain complete control of your client relationship.