Discover the investment solutions we have available.
Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £40,000.
The Climate Assets Balanced Fund and Climate Assets Growth Fund invest in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
We encourage our clients to take a long-term approach to investing but also understand that you may want to retain cash for a rainy day, a future project or simply for ease of access.
We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
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.
Meet our team of specialists who are here to help.
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.
Stay up to date with the latest market news and industry insights from our team of experts.
Read the latest market news and articles from Quilter Cheviot.
Access our webinars and events to help you stay up to date with the latest market news and industry insights from our experts.
Get the inside view from Quilter Cheviot delivered straight to your inbox.
Listen to all our podcasts including Weekly Comment for the latest investment updates and the Fund Buyer - where Nick Wood, Head of Fund Research, and his team share the latest news directly from the fund managers.
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Quilter Cheviot brings you a series of webinars and events so you can stay up to date with the latest market news and industry insights from our team of experts.
Events and webinars
Quilter Cheviot's weekly discussion on the investment markets.
We give you a better understanding of the finance world and what it’s like to be a female working in this industry including Q&A’s, maintaining a healthy work-life balance and the key ingredients for successful investing.
Women and investing
3 minute read
Taking Stock - After the Bell, a new Quilter Cheviot podcast, hosted by Investment Managers David Henry, James Hughes and Jonathan Raymond.
1 minute read
The panel discuss some of the charity sector news stories of the week, including whether reporting to multiple funders could be streamlined.
4 minute read
Among the topics discussed – inflation, interest rates, the technology sector and what markets will focus on next.
Quilter Cheviot is cutting through the many myths that surround investing to help you take a fresh look at your finances, evaluate whether they’re robust enough to support your plans and prepare properly for the future you deserve.
The value of your investments and the income from them can fall and you may not recover what you invested.