INVESTOR TYPE Online Portfolio
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What makes us different

We stand out from the crowd for a number of reasons, from our award-winning service and consistent outperformance to our in-depth research expertise. It is a unique combination of factors, one that creates the winning formula we have been developing since 1771. It is a formula that investors and their advisers will find makes Quilter Cheviot a reliable and trusted investment partner.

An impartial approach

Your needs are our top priority: our unbiased and unfettered approach enables us to build an investment portfolio that’s tailored to your individual preferences. We are free to tailor your portfolio exactly as you wish, selecting the investments most appropriate to your needs, whether growth, income or capital preservation. And, as we deliver consistently superior outcomes to the average, you know we will work to meet or exceed your expectations.

Experienced and dependable

We have highly experienced Investment Managers in each location across the country, who put together truly bespoke investment solutions. They have an average of 16 years’ service at Quilter Cheviot and 19 years in the financial sector, so you can have confidence in the level of continuity, stability and expertise you will receive. We prize long-term relationships, and take pride in providing a service that generates client loyalty. Our parent company Old Mutual Wealth also has an excellent reputation and resources, and this means we can offer our clients an extra level of security and integrity.

A long term view of your wealth

Our investment process is structured to build and preserve your wealth over the long term, and to consistently outperform the average. Your investment manager will work closely with you to define your priorities, expectations and appetite for risk.

Award
winning

We have won more than 20 awards in the last two years and have gained 5* ratings for our Discretionary and Managed Portfolio Services from Defaqto, every year for the past six years.

Expert research capability

  • The cornerstone of our business — our 19-strong research team works to ensure our investment managers have the most up-to-date market data they need to provide you with the very best investment strategies.
  • Global view — we research global markets to seek the best investment options, aiming to meet your aspirations, whether your priority is income, growth or capital preservation.
  • Your input — you can influence or dictate your investment mandate as much as you wish, but rest assured that our advice will be free from corporate hindrance.

Investment process

Our clients benefit from the combined talent of our experienced investment managers and in-depth analysis of our dedicated research teams. We have a unique investment process that is:

  • Agile – to keep ahead of today’s constantly changing markets
  • Flexible – to incorporate any personal investment requirements

Accessible

With offices in London and across the UK, as well as Jersey, Dublin and Dubai, we are able to offer easy access to our services wherever you are based.

Each of our offices has a team of expert investment managers who contribute to and make use of our core investment process. This means that whichever office you choose to work with, you can expect the same high levels of service and investment management.

Transparency

Quilter Cheviot strives to be completely transparent to our clients. We will always explain our fees in detail, show a full breakdown of performance and provide open and honest communications. You will also know from the outset who is managing your portfolio and how best to contact them.

If you want to know more

Come and see us so we can tell you more about how we work.

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