Discover the investment solutions we have available.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £40,000.
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.
Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
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.
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.
Meet our team of specialists who are here to help.
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.
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.
Get the inside view from Quilter Cheviot delivered straight to your inbox.
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.
Visit our literature library to view and download information on our services and investment solutions.
View all Managed Portfolio Service (MPS) literature.
View all Discretionary Portfolio Service literature.
View all Climate Assets Funds literature.
View all AIM Strategy literature.
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Moving your investments so you can make the most of your retirement.
Construct a portfolio based on your social, ethical and environmental values.
Helping generations of families manage their affairs through later life and in difficult times.
Our dedicated charities team offer a bespoke service and tax efficient investment options for charitable organisations.
You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.
With individuals and families trusting our expertise for generations, you can be confident investing with us.
The value of your investments and the income from them can fall and you may not recover what you invested.