What makes us different
Our reputation for exemplary personal service and our drive to build and preserve the wealth of clients have been more than 250 years in the making. We are proud that this continues today and is demonstrated in the long-standing relationships with over 36,000 clients.
Experienced and dependable
You can have confidence in the level of continuity, stability and expertise you will receive. We pride ourselves on the expertise of our Investment Managers, who have an average of over 10 years’ service at Quilter Cheviot and 19 years in the financial sector.
Your needs are our top priority
Whether you want to achieve growth, income or capital preservation, we will choose the most appropriate investments for your needs. Our unbiased and impartial approach means we can build an investment portfolio that’s tailored to and evolves with you.
A long-term view of your wealth
Our investment process is structured to build and preserve your wealth over the long-term. Your Investment Manager will work closely with you to define your priorities, expectations and appetite for risk.
Expert research capability
Research is the cornerstone of our business. Our 22-strong research team work with our Investment Managers to provide access to the very best investment insights and strategies from around the world.
Direct access to your Investment Manager or team
You will have direct contact details to your dedicated Investment Manager and access to their team who can answer any questions you may have.
With 14 offices across the UK, Ireland, Channel Islands and in the UAE, you can meet your Investment Manager at the office that is most convenient for you if you prefer to speak to someone face to face.
Gold rated service
Defaqto 5* rating
ARC 3D award