INVESTOR TYPE Online Portfolio Login
Contact Offices

Due to system upgrades, our website and app will not be available for a 6 hour period between 08:00 and 22:30 GMT on 11 November.

x

Our research capability

Our research team

We place a strong emphasis on research and analysis and have a well-resourced research team dedicated to studying potential investment opportunities.

Our 22-strong team of analysts is responsible for providing equities, fixed income and fund research and analysing all third-party manager investments. Our collectives fund research covers all open-ended and closed funds across all regions and asset classes to find the best-of-breed managers in each area, region and asset class.

Direct investment

Our UK and International Stock Committees draw on the expertise of our research team to identify the best-quality companies available at attractive valuations.

Our analysts cover sectors on a global basis and combine detailed individual company analysis with regular senior-level management meetings.

This ability to invest in individual equities and bonds gives us more freedom to implement our investment ideas efficiently and cost-effectively.

Third-party funds

Our collective funds analysts provide our investment managers with a diverse collection of funds spanning major global markets, from across the market-capitalisation spectrum and managed under various style biases and with differing risk profiles.

Funds are selected in accordance with Quilter Cheviot’s investment strategy, involving quantitative and qualitative analysis, with significant importance placed on meeting the individual fund managers and their teams.

Wherever possible our preference is for institutional funds to help minimise the underlying cost of the inclusion of collective funds within our client's portfolios.

 

If you want to know more

Come and see us so we can tell you more about how we work with Charities.

What people say

"This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board." 

Fabian French, CEO of UK Community Foundation