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Our history

Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.

As one of the UK’s largest discretionary investment management firms, we manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.

Throughout our history our standards and values have remained consistent. Our impartial approach underpinned by our high standards of personal service, our drive to build and preserve the wealth of our clients as well as our belief in the importance of a robust investment process have remained unchanged. It is this ability to continually adapt and evolve that has kept us at the forefront of the sector for over 240 years.

Expansion and
growth

2015 – Old Mutual Wealth agrees to acquire Quilter Cheviot Investment Management from private equity firm Bridgepoint in October 2014 with the transaction completing in February 2015.
 
2013 – Bridgepoint opens further opportunities for growth, and in January Cheviot Asset Management merges with Quilter.
 
2012 – Bridgepoint acquires Quilter.
 
2009 – Sees a joint venture between Citibank and Morgan Stanley.
 
2006 – Cheviot Asset Management launches in May, following the recruitment of 92 investment professionals and support staff from UBS.
 
2006 – Citibank acquires Quilter.
 
2000 – Quilter is acquired by Morgan Stanley.

Mergers and the Big Bang

1988 – Quilter Goodison & Co is acquired by Commercial Union.
 
1986 – The ‘Big Bang’ abolishes out-of-date financial practices, opening the floodgates to international capital. Sir Nicholas Goodison is made senior partner and Chairman of The London Stock Exchange.
 
1981 – Quilter remains at the forefront of the industry and after merging with many smaller partnerships, becomes Quilter Goodison & Co.

Our origins

1773 – The London Stock Exchange is born in a building in Sweetings Alley, with a dealing room on the ground floor and a coffee house above.

1771 – The earliest incarnation of Quilter Cheviot – William Morris and Sons – is formed. It is a partnership of 150 stockbrokers that created a club at Jonathan’s Coffee House.

If you want to know more

Our reputation as a wealth management company has been built over 240 years, let us tell you more about how we work.

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