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Our investment Philosophy

At Quilter Cheviot, we place the relationship between you and your investment manager at the heart of our approach.

Our investment philosophy is based on the active management of your investments on an ongoing basis, so that we can easily take advantage of market changes. This has the benefit of adding value to your portfolio without exposing you to the bias of a single investment style.

Diversification

We believe in investing in a number of different asset classes so that your risk is widely spread and overall your portfolio is less likely to increase and decrease sharply in value in a volatile manner. This spread of un-correlated asset classes helps to moderate risk and smooth-out returns. These asset classes, such as hedge funds, private equity, property and commodities, can react differently to equities (company shares) under different economic and market conditions. By combining these asset classes with a core of equities and UK government bonds, your portfolio is less volatile and more resilient in challenging times.

Share your goals with us

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

Straight from the experts

Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.