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INVESTOR TYPE Online Portfolio Login
Contact Offices

As a client of, or an adviser working with Quilter Cheviot, we appreciate that you may have questions around how to contact your investment manager, what to do about meetings you had scheduled, how your money is safeguarded, and more. Please click here for more information. If you have any questions relating to your investments, please click here to read what Chief Investment Strategist, Alan McIntosh has to say about the market impact from coronavirus. For more information on how our research and investment teams are responding to the virus, please click here to visit our coronavirus hub.

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Costs and Charges

From the first meeting with your dedicated investment manager, we will keep you fully informed of any charges relating to your investments.

We apply a quarterly management charge, calculated as a percentage of your portfolio. This includes all aspects of portfolio management, reporting, review meetings, general administration and, where appropriate, any costs for providing custody of assets.

* For estates in administration, on notification of death, the portfolio is switched to our ‘Execution Only’ service which does not attract the Annual Management Charge or the Custody Charge. Upon receipt of valid instructions from the Executors of the estate, we will either (a) liquidate the portfolio and charge our standard Dealing commission and Transfer Out Charge for doing so, or (b) reinvest the cash and assets into a new portfolio(s) which will attract the relevant charges for the service chosen.

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals.