We fully understand that your client relationships are critical to your business and by recommending our services to them, you’re passing on a significant level of responsibility and trust. It is a duty of care on which we never compromise, with thousands of clients entrusting us to make investment decisions on their behalf. Couple this with our dedicated in-house research capability and our track record, it is easy to see why so many clients appoint us to manage their portfolios.
Discretionary Portfolio Service
Whether accrued through inheritance, the outcome of litigation, commercial activity or a successful career, our discretionary portfolio service offers your clients’ bespoke portfolios, structured according to their requirements and attitude to risk. The minimum portfolio size for this service is £200,000.
Each client is assigned a personal investment manager who, supported by their individual team and our in-house research team, will manage their portfolio, generating the best possible performance from their investments.
To find out more about our Discretionary Portfolio Service, please click here.
Managed Portfolio Service
Whilst managing their legal requirements, you may encounter clients with £25,000 or more to invest. Our Managed Portfolio Service (MPS) could be a suitable solution for them, providing expertly managed and diversified exposure to the financial markets through a range of pre-determined investment portfolios.
Our MPS offers seven active strategies to choose from, that cater for an extensive range of investment objectives and risk preferences. These invest exclusively in collective investments to provide greater diversification.
Our experienced and dedicated team of research analysts and investment managers identify future trends and select the funds which we believe are best positioned to exploit them
To find out more about our Managed Portfolio Service, please click here.
Multi Asset Funds
For investments starting at £1,000, we offer a multi asset fund solution, with a strong performance track record, allowing your clients to benefit from the pooling of assets at a lower threshold than our other services.
Our Libero offers three funds; Libero Cautious, Libero Balanced and Libero Strategic. These funds cover a range of different investment objectives and risk preferences. Our award winning Climate Assets Fund focuses on sustainability with five key themes – energy, food, health, resources and water.
To find out more about our Multi Asset Fund service, please click here.
Pensions & Offshore Bonds
The legal implications of acting as a trustee or administrator of a pension fund are inextricably linked with the investment demands. So working alongside legal professionals in this field is a position that comes naturally to us.
Pension fund management is a core part of our business, particularly with the introduction of auto-enrolment rules, which, as you know, means that by law all companies must offer employees a pension. We manage investments on behalf of a wide range of pension schemes including Self-Invested Personal Pensions (SIPPs), defined benefit, defined contribution and Small Self-Administered Schemes (SSAs).
No two pension schemes are the same and so we aim to develop a bespoke investment approach for each fund and provide regular clear communication to your client.
To find out more about our Pension & Offshore bond service, please click here.
Why Quilter Cheviot?
- Experienced: We are one of the oldest investment management firms in the UK. Our investment managers have an average of 19 years’ investment experience and you can be confident that we understand how to look after your clients.
- Well-resourced: With our dedicated research analysts, you and your client can be assured that we are well equipped to make the most appropriate investment decisions.
- Accessible: We have a network of regional offices throughout the UK, Ireland and Jersey, making us ideally placed to provide a local, personal approach giving you and your client the service you need in a location that works for you.