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Investment management

Our investment solutions are designed to give your money the best opportunity to grow. Make the right investment choices for you and your loved ones with our Investment Management services.
Investment management

Discretionary Portfolio Service

Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Discretionary Portfolio Service

Sustainable Opportunities Funds

The Sustainable Opportunities Balanced Fund and Sustainable Opportunities Growth Fund invest in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Sustainable Opportunities Funds

Responsible Investment

Find out how we act as a responsible investor on your behalf.
Responsible Investment

How we manage your investments

We understand that there are several reasons you might want to invest, so we put your needs at the heart of our investment philosophy.

Cost, Charges & Interest Rates

Find out more about our Cost & Charges and Schedule of Interest Rates
News & events

Stay up to date with the latest market news and industry insights from our team of experts.
News & events

Latest articles

Read the latest market news and articles from Quilter Cheviot.
Latest articles

Events & webinars

Access our webinars and events to help you stay up to date with the latest market news and industry insights from our experts.
Events & webinars

Podcasts

Listen to all our podcasts including Weekly Comment for the latest investment updates and the Fund Buyer.
All podcasts

Subscribe to a newsletter

Get the inside view from Quilter Cheviot delivered straight to your inbox.
Subscribe to a newsletter
About us

We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
About us

Our heritage

Our reputation as a wealth management company has been built over 250 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Our heritage

Corporate sustainability

Our vision is to be our clients’ most trusted partner – passionate about helping them achieve their investment management goals – which means being responsible in all our daily decisions and actions.
Corporate sustainability

Our people

Our team of experienced specialists have extensive global knowledge and are here to help.

Our offices

Find the details for all our offices
Our offices

Becoming a client

Becoming a client
Becoming a client
Support & contact

Need some help or support?
Contact us

Supporting your needs

We support the needs of all our clients. Whether you have health issues, accessibility needs, or are going through a particularly difficult time, we are here to help.

Documents

All our documents and items of literature are available here.
All documents

Important information

Important information
Important information

Contact us

Contact us
Contact us

Podcasts

Here you can access all the Quilter Cheviot podcasts, including Weekly Comment and Fund Buyer

Weekly Comment - Markets Uncut

Join regular podcast host, Richard Carter, Head of Fixed Interest Research, and guests from across Quilter Cheviot as they discuss the topics and trends affecting the markets.

Listen to Weekly Comment

Taking Stock: After the Bell

Join Quilter Cheviot Investment Managers Jonathan Raymond and James Hughes in this informal and easy to digest bi-weekly podcast series. The pair are joined by guests from across Quilter Cheviot, to provide a roundup of the current events shaping markets and their impact on the macroeconomic outlook.

Listen to Taking Stock: After the Bell

Female Financial View

Tune into our team discussing with colleagues and guest speakers a wide range of topics related to women, investing and finance.

Listen to Female Financial View

How can I listen to these podcasts?

Our podcasts are available on Apple Podcasts.

Open Apple Podcasts and search for the title of the podcast. Alternatively, the links below will take you directly to the page for each podcast.

Our podcasts are available on Spotify.

Open Spotify and search for the title of the podcast. Alternatively, the links below will take you directly to the page for each podcast.

The value of your investments and the income from them can fall and you may not recover what you invested.