Our investment solutions are designed to give your money the best opportunity to grow. Make the right investment choices for you and your loved ones with our Investment Management services.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
The Sustainable Opportunities Balanced Fund and Sustainable Opportunities Growth Fund invest in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Find out how we act as a responsible investor on your behalf.
We understand that there are several reasons you might want to invest, so we put your needs at the heart of our investment philosophy.
Find out more about our Cost & Charges and Schedule of Interest Rates
Stay up to date with the latest market news and industry insights from our team of experts.
Read the latest market news and articles from Quilter Cheviot.
Access our webinars and events to help you stay up to date with the latest market news and industry insights from our experts.
Listen to all our podcasts including Weekly Comment for the latest investment updates and the Fund Buyer.
Get the inside view from Quilter Cheviot delivered straight to your inbox.
We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
Our reputation as a wealth management company has been built over 250 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Our vision is to be our clients’ most trusted partner – passionate about helping them achieve their investment management goals – which means being responsible in all our daily decisions and actions.
Our team of experienced specialists have extensive global knowledge and are here to help.
Find the details for all our offices
As part of Quilter, we support The Quilter Foundation, whose mission is to create brighter futures for the next generation. By partnering with charities that address financial education, social mobility, food insecurity and more, we aim to empower children, young people and families to reach their full potential.
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We support the needs of all our clients. Whether you have health issues, accessibility needs, or are going through a particularly difficult time, we are here to help.
All our documents and items of literature are available here.
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A range of useful guides from writing a statement of investment policy to ethical considerations. Equipping you to invest in line with Charity Commission advice.
Bi-annual charity sector reviews covering charity matters which have shaped our thinking.
We pride ourselves on delivering tailored reporting and administration.
A four-part webinar series featuring discussions with industry experts, who provide valuable insight and knowledge into the challenging issues and key opportunities faced by charities in the sector.
The podcast for trustees and charity enthusiasts. Join Quilter Cheviot’s charities director Charles Mesquita and his two co-hosts for expert analysis, personal insights, and thought-provoking discussions on the latest charity sector news in this entertaining bimonthly podcast.
Are you a trustee of a charity or simply interested in the charity sector? Our monthly newsletter, delivered straight to your inbox, keeps you updated with the latest sector news and regulations.
Speak to an Investment Manager today to find out how we can help you with your investment objectives.
At Quilter Cheviot, we work together with passion to help hundreds of charities build better financial futures. Our people are passionate about what they do and focused on performing at the highest levels.
The value of your investments and the income from them can fall and you may not recover what you invested.
