Our services

Discover the investment solutions we have available.
Our services

Managed Portfolio Service

Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £40,000.
Managed Portfolio Service

Climate Assets Funds

The Climate Assets Balanced Fund and Climate Assets Growth Fund invest in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Climate Assets Funds

Discretionary Portfolio Service

Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Discretionary Portfolio Service

AIM Strategy

Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
AIM Strategy

Cash Management Service

We encourage our clients to take a long-term approach to investing but also understand that you may want to retain cash for a rainy day, a future project or simply for ease of access.
Cash Management Service

Costs & charges

Costs & charges
Costs & charges
About us

We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
About us

History

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.
History

Our people

Meet our team of specialists who are here to help.
Our people

European office

European office
European office

Responsible business

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.
Responsible business

Important Information

Important Information
News, views and events

Stay up to date with the latest market news and industry insights from our team of experts.
News, views and events

Latest articles

Read the latest market news and articles from Quilter Cheviot.
Latest articles

Events and webinars

Access our webinars and events to help you stay up to date with the latest market news and industry insights from our experts.
Events and webinars

Subscribe to a newsletter

Get the inside view from Quilter Cheviot delivered straight to your inbox.
Subscribe to a newsletter

Podcasts

Listen to all our podcasts including Weekly Comment for the latest investment updates and the Fund Buyer - where Nick Wood, Head of Fund Research, and his team share the latest news directly from the fund managers.
All podcasts
Literature

Visit our literature library to view and download information on our services and investment solutions.

View all literature

View all literature
View all literature

Managed Portfolio Service

View all Managed Portfolio Service (MPS) literature.
View all MPS literature

Discretionary Portfolio Service

View all Discretionary Portfolio Service literature.
View all DPS literature

Climate Assets Funds

View all Climate Assets Funds literature.
View all CAF literature

AIM Strategy

View all AIM Strategy literature.
View all AIM literature

Frequently asked questions

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The value of your investments and the income from them can fall and you may not recover what you invested.

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