WHY CHOOSE QUILTER CHEVIOT

Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.

We recognise your relationship with your client is paramount. We do not offer financial planning or pension advice at Quilter Cheviot. Our sole focus is on investment management and working with you to provide the best outcome for your client.

Why work with us?

  • We have a well-resourced central research team, which carries out due diligence on a wide universe of investments.
  • We have a highly-effective centralised, robust and repeatable investment process.
  • We provide truly bespoke portfolios, tailored to the individual.
  • Your client can switch seamlessly between Managed Portfolio Service strategies without transaction charges.

A dedicated team of experts

  • You and your client will have one readily-available point of contact – the investment manager responsible for your client’s portfolio.
  • Our investment managers have an average of 19 years’ service in the industry and 16 years at Quilter Cheviot. This ensures you benefit from experience, continuity and stability.
  • We have a nationwide network of 12 offices, so you and your client can meet face-to-face with your investment manager. 

Come and talk with us about why we are different

We are firm believers that there are a number of reasons that differentiate us from the crowd. We would love to spend the time with you, explaining this in detail.

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Award-winning Investment Director

Winner of 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