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Financially Vulnerable

Find out more about what makes an individual vulnerable and the steps you can take to help, in our financially vulnerable hub. 

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Discretionary Portfolio Service (DPS)

Your investment goals are unique and are likely to change at different stages in your life. With the DPS, your investment manager will construct and manage a portfolio that matches your objectives, and will make adjustments depending on market and economic changes.

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Diary of a fund manager

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AIM Strategy

Make sure you are structuring your investments as tax-efficiently as possible with the Quilter Cheviot AIM Strategy - a strategy which invests in companies listed on the Alternative Investment Market (AIM).

 

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All insights

Does bitcoin have any real value?

13 December 2018

On year on from its all-time high of $19,343.04 - and an 80%+ plunge since then - bitcoin remains something for speculators rather than investors.

Press release

Nick Wood's three funds to watch in 2019

13 December 2018

My three funds for next year cover a wide range of opportunities, from the US to Asia, value to growth and dividends to capital growth.

Investment Insights

Dealers' Early Call

13 December 2018

The FTSE 100 is called to open 54 points higher at 6775. U.S. stocks remained volatile as the market recovered from sharp losses in morning trading to end with modest gains. The Dow Jones Industrial Average lost as much as 507 points in early trading before ending with a gain of 34.

Wine club

Chez Bolt - Christmas Merriment

11 December 2018

Last year I wrote a note about a typical Christmas day at Chez Bolt; champagne to start, glass of white, a couple of red and something sweet with the pud. Bloomsbury very kindly put a six bottle mixed case together for those readers who wanted to organise their festive drinking in advance.

About us

Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke portfolio management with over £24.4 billion of assets under management (As at 30 September 2018). Based in 12 locations across the UK and with offshore presences in Jersey and Dubai, Quilter Cheviot offers a comprehensive range of investment services.

Quilter Cheviot has developed investment solutions to meet the needs of more than 40,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients.

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View our brochure

Find out more about how your financial goals may be within reach, in our Private Client brochure.