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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

The Quilter Foundation

As part of Quilter, we support The Quilter Foundation, whose mission is to create brighter futures for the next generation. By partnering with charities that address financial education, social mobility, food insecurity and more, we aim to empower children, young people and families to reach their full potential.
The Quilter Foundation
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.
Supporting your needs

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

Charity Pulse

Welcome to Charity Pulse

Tune in to hear charity specialists Charles Mesquita, Catherine Rustomji, and James Saunders as they dissect issues affecting charities, nonprofits, and voluntary organisations in this bimonthly podcast.

Future episodes straight to your inbox

Sign up now to receive our monthly charity newsletter, trustEnews. You'll receive all the newest Charity Pulse episodes, along with sector news and regulatory updates.

Sign up now to stay informed

Latest Charity Pulse

CharitEpulse: No rest for the charitable

1 minute read

The trio discuss regulatory accountability, legal challenges, banking burdens, equality guidance and governance concerns in local authority-managed charities.

Published 11 August 2026

CharitEpulse: Trust, turmoil and trustees

1 minute read

The trio explore public trust trends, challenges facing charities in a divided society, and the collaborative role of trustees and leaders in shaping strategy.

Published 10 August 2026

CharitEpulse: Budget pressures, pay gaps, and governance concerns

1 minute read

The trio explore key pressures facing charities, including funding uncertainty, pay inequality, governance scrutiny, trustee appeals, grant making approaches, & sector recognition.

Published 06 July 2026

Catch-up with past Charity Pulse episodes here or subscribe via the platforms below:

Submit a question

For questions, feedback, or to suggest topics you’d like the trio to explore in upcoming episodes, please email claire.whiteman-haywood@quiltercheviot.com in the Charities team.

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