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