The Client Experience

The Client Experience

Why choose us?

Here at Quilter Cheviot, we don’t believe there’s such a thing as an ordinary life. That’s why our investment management philosophy is far from ordinary.

Whether you’re an individual looking for your next investment opportunity, or a trustee of a global charity; our unique, unbiased and unconstrained approach is universal for all our clients.

As one of the UK’s largest discretionary investment management firms, we will manage a bespoke investment portfolio that is tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.

In fact, whatever your investment objective, however much you have to invest, we can do extraordinary things to bring you interesting investment opportunities, wider investment horizons and greater potential to increase your wealth.

We invest on behalf of over 37,500 clients across the UK, Dublin and Jersey, with over £20.1 billion in assets* – and are recognised with the award of a Defaqto 5* rating for our Managed Portfolio Service (MPS) and Discretionary Portfolio Service (DPS) in 2012, 2013, 2014, 2015 and 2016.

Now we would like to deliver our bespoke, award winning experience to you.

*As at 31 October 2016

The Quilter Cheviot client experience

We know when it comes to investment objectives, no two clients are the same. It is this that drives our individual investment philosophy.

Our tailored investment process is driven by our relationship with you and your needs. We are committed to building and preserving your wealth over the long-term. Meeting your objectives with a robust investment process, strong performance and a high level of personal service.

We’ll provide you with a direct and ongoing dialogue with your investment manager so you can influence or dictate your investment as often as you wish; we’ll give you secure online access to your valuations and performance reports each day, and manage your investments locally to you with our regional office network.