DUE DILIGENCE

Report selection

We aim to provide you and your business with readily accessible, clear, concise and objective information that you can rely on to complete your due diligence obligations as recommended in the PFS Good Practice Guide.

Please select the reports you would like to include in your review of our service using the selections below.
This information will be sent to the email address you provide.

Independent reviews

Independent, objective information is important to any due diligence process. We are pleased to be recognised by a number of leading third party organisations who provide reporting and reviews on the following aspects of Quilter Cheviot’s discretionary investment service:

Our links with these third party organisations have been developed following our own conversations with advisers and the recommendations of the PFS Good Practice Guide for Adviser research & due diligence on discretionary investment managers.

Due Diligence: Your questions answered

Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it.

Catch up on our two-part webinar where David Butler, Head of Distribution, asked your questions to the experts at ARC, AKG and Defaqto.

Share your goals with us​

For further assistance with any aspect of your due diligence on Quilter Cheviot please get in touch.

Meet the team

Neil Gordon
Business Development Manager
Helen Morrissey
Business Development Manager
Brian Donald
Regional Development Manager
Robin Gorse
Business Development Manager
Paul Burton
Business Development Manager
Mark Johnson
Regional Development Manager
David Butler
Head of Distribution
Jonathan Buttress
Regional Development Manager
Paul Ruscoe
Regional Development Manager
Tim Smith
Business Development Manager
Allie McMahon
Business Development Manager
Crawford Armstrong
Regional Development Manager
Daragh Murphy
Business Development Director
Keith Owen
Regional Development Manager
Mark Leale
Head of Dubai Office and Senior Executive Officer
Edward Walker
Regional Development Manager
Gavin Hill
Regional Development Manager
Kevin Kelly
Regional Development Manager
Ross Whittle
Regional Development Manager
Jan Spencer
Regional Development Manager

Subscribe to 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, 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