Your dedicated Quilter Cheviot investment manager will construct a portfolio based on your social, ethical and environmental priorities, screening out sectors and companies you may want to avoid.
We are well versed in integrating ethical policies into our investment process. In order to complement our investment managers’ knowledge in this area we employ an independent specialist firm (Ethical Screening) to screen the securities researched by our analysts and advise which ones should be excluded given their exposure to sectors or activities which clients wish to avoid.
These restrictions are loaded onto our dealing system to ensure on-going compliance with these exclusions. We are able to screen all direct holdings (fixed income and equities) in order to ensure that your ethical values are incorporated into the management of the portfolio. Additionally we believe the management of what you substitute these excluded activities or companies with, is also important in ensuring that you do not take significant, unintended risks by way, for example, of increased concentration in certain sectors.
Come and see us so we can start working to get you closer to your personal financial goals.
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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