At Quilter Cheviot we have a long history of working with charitable and not for profit organisations. As one of the UK's leading charity managers, we provide investment services to over 650 organisations.
Many charities and trustees find accessing investments can be overly onerous. We pride ourselves on our flexible approach in dealing with the challenges and dilemmas that come with this responsibility.
In addition, we can offer charities a bespoke service by constructing portfolios specifically run-in line with their investment policy.
At Quilter Cheviot we understand that every charity’s situation is unique. Our Investment Managers have a wealth of experience working with charities with a wide range of mandates and understand the specific challenges and opportunities faced by the sector.