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Research capability

All our investment decisions are underpinned by research carried out by our in-house research team.

Having a well-resourced research team, dedicated to reviewing potential investment opportunities is fundamental to our long-term success. This means you can be confident that the investments we select for your client's portfolio are fully researched and have been subject to thorough due diligence.

In-house research

One of the largest in-house research teams in the discretionary industry, our 22-strong team of equity, fixed interest and collective (fund) analysts has direct access to the management of listed companies and to managers of funds we invest in, giving us unique insights and investment opportunities.

Meet the research team

A global outlook enables us to research a full range of investments

22 full time, industry and sector specialist

37,000+ research hours per year

Analysis and research

We carry out detailed analysis of any security that we invest in. Our analysts conduct face-to-face meetings with company management and fund managers and in-depth performance analysis and due diligence to select holdings for a client’s portfolio.

Our research team review and filter the securities available to offer you the strongest investments in the market for your portfolio:

Global Equities

Our analysts filter 1,600 global equities to the best 350 companies.

Collective Funds

We select around 300 funds from over 17,000 funds available.

Fixed interest

30,000+ fixed interest investments are filtered to around 150.

Integrating environmental, social and governance (ESG) factors into our research

As part of our research process, we consider ESG factors to ensure all potential risks to an investment are considered.

The approach we take will depend on whether we are investing directly or through third party funds. The consideration of these factors applies to all the asset classes that we analyse and monitor on an ongoing basis.

Integrating ESG into fund selection

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us

Investment philosophy and process

At Quilter Cheviot, we understand that there are several reasons your client may want to invest. So we put your clients' goals and expectations at the heart of our investment philosophy.

Investment philosophy and process