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INVESTOR TYPE Online Portfolio Login
Contact Offices

As a client of, or an adviser working with Quilter Cheviot, we appreciate that you may have questions around how to contact your investment manager, what to do about meetings you had scheduled, how your money is safeguarded, and more. Please click here for more information. If you have any questions relating to your investments, please click here to read what Chief Investment Strategist, Alan McIntosh has to say about the market impact from coronavirus. For more information on how our research and investment teams are responding to the virus, please click here to visit our coronavirus hub.

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Ethical investing

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. 

How we can help you?

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.

How to apply restrictions to my portfolio?

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.

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals.

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