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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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We work with solicitors to meet their clients' financial goals by providing a bespoke investment management service.

Working with accountants

We work with accountants to meet their clients' financial goals by providing a bespoke investment management service.

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Our reputation has been built thanks to exemplary personal service and our drive to build and preserve the wealth of clients.

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£23.7 Billion AUM

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Over 240 Years Of Experience

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40,000 Clients

About us

Quilter Cheviot is one of the UK’s largest discretionary investment management firms with over £20.7 billion of assets under management (As at 31 March 2020). Based in 13 locations across the UK and with offshore presences in Jersey and Dubai, Quilter Cheviot offers a comprehensive range of investment services.

Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust is at the very heart of everything we do for our clients.

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Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager - Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement - City of London Wealth Management Awards 2016

In this week’s Diary a tour of the world from East to West with an undercurrent of optimism as we move from tentative reopening to the evidence of activity.

Investment Insights

Dealers' Early Call

26 May 2020

The FTSE 100 is called to open 145 points higher 6138. Asian stocks climbed with U.S. and European futures Tuesday despite escalating geopolitical risks, with Japan leading gains as the world’s third-largest economy reopened. Treasuries dipped in early trading after the three-day U.S. weekend, while the dollar retreated. Futures on the S&P 500 were up on Friday’s close, suggesting a positive open on Wall Street. Shares rose in Tokyo, Sydney and Seoul, while Hong Kong stocks also pushed higher, showing signs of stabilizing after weekend unrest. Shanghai saw more modest gains. Crude oil advanced past $34 a barrel in New York.

All insights

Mind the gap

21 May 2020

This is the second in my series of regular updates on the world of funds, investment trusts, ETFs and all things related to Fund Research.

All insights

Why are markets so calm?

20 May 2020

One of the more challenging conversations that I am having with clients at the moment is trying to explain why stock markets have been so resilient during recent weeks in the face of such seismic economic disruption.