DISCRETIONARY
PORTFOLIO SERVICE

We offer our DPS service to individuals wishing to invest more than £200,000

Your investment goals are unique and are likely to change at different stages of your life.

With a huge number of market opportunities and an ever-changing investment environment, investing successfully can be a daunting prospect.
Our Discretionary Portfolio Service is designed to give you confidence that your investment goals are achievable.

What is discretionary investment management?

Giving discretion over your investments means that decisions on what to buy, sell and when to act are made by your Investment Manager.
They will construct a portfolio that matches your objectives and will actively manage it, making adjustments depending on market and economic changes as well as shifts in your time frame, risk tolerance and circumstances.

Bespoke service

You will have a dedicated Investment Manager who, as well as managing your investment portfolio, will be your point of contact for any queries you may have. As well as regular meetings, you can speak to your Investment Manager and their team whenever you want – you will have their direct contact details.
You can enjoy a truly personal, convenient, local service thanks to our network of 14 locations across the UK and Ireland and offshore presence in Jersey and representative office in Dubai.

Expertise

Quilter Cheviot is one of the oldest and largest investment management firms. Our Investment Managers have an average of 16 years’ service at Quilter Cheviot and 19 years’ in the financial sector. Investment Managers draw on the expertise of our in-house equity, fund and fixed interest research teams.

Reporting

You will receive regular reports on your portfolio’s performance, and you can view your account details at any time using our secure website and app.

Responsible Investment

As a responsible investor Quilter Cheviot seeks to integrate environmental, social and governance factors into our investment decision making as well as acting as a steward of our clients’ assets through our active ownership approach of voting on our core holdings. In addition to this if you have specific responsible investment preferences, we have several options depending on your goal. Discretionary clients can opt for a Positive Change portfolio or invest in the Climate Assets Fund or strategy within the portfolio. Finally, if you have specific sectors or companies that you would like to exclude these can be discussed with your Investment Manager, who will be able to ensure your preferences are taken into account.

Share your goals with us

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

Would you like to review your portfolio or speak to an investment manager?

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Award-winning Investment Manager

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