WORKING WITH YOU

We have over 20 years’ experience in working alongside financial advisers providing investment solutions for your clients.

Next Steps

Building a relationship with you and understanding your client’s requirements and objectives is paramount to ensuring the successful management of your client’s investment.

Learn what you and your client can expect when dealing with Quilter Cheviot.

Costs & charges

From the first meeting with your client’s dedicated investment manager, we will keep you fully informed of any charges relating to your client’s investments.

Frequently Asked Questions

Read some of our most frequently asked questions and their relevant answers.

Due Diligence

On-going investment due diligence is essential, but can be very time consuming. We can help you with your due diligence obligations and provide you with appropriate details.

Meet the business development team

Mark Johnson
Regional Development Manager
Jonathan Buttress
Regional Development Manager
Paul Ruscoe
Regional Development Manager
Mo Baluchi
Executive Director
Allie McMahon
Business Development Manager
Crawford Armstrong
Regional Development Manager
Murray Clark
Head of Edinburgh Office
Daragh Murphy
Business Development Director
Keith Owen
Regional Development Manager
Mark Leale
Head of DIFC Dubai branch & Principal Representative
Kevin Kelly
Regional Development Manager

Subscribe to the Diary of a Fund Manager

Get the inside view from Quilter Cheviot Investment Director, David Miller, in this award-winning weekly diary.

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