Quilter Cheviot

Who we are

Quilter Cheviot has a heritage that can be traced back to 1771. We focus on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds and their professional advisers. Our investment managers focus on building long-term strategic relationships with professional advisers and their clients, established on a foundation of exemplary personal service and investment expertise. We have developed a three tiered investment service comprising of a range of portfolio services all of which are based on the guideline portfolio strategies produced by our investment committee. This service allows clients of all portfolio sizes to gain access to our investment strategies.

What we do

Quilter Cheviot focuses on structuring and managing bespoke portfolios for private clients, professional intermediaries, charities, trusts and pension funds through its Defaqto 5-star rated Discretionary Portfolio Service. The Defaqto 5-star rated Managed Portfolio Service and award-winning Libero Funds are also a key part of

the company's offering. 


We offer the Discretionary Portfolio Service for portfolios typically in excess of £200,000. Our investment managers make day-to-day investment decisions on behalf of the client, which allows them to act quickly to take advantage of investment opportunities, a freedom that is essential in today's volatile markets.

 

Our Managed Portfolio Service includes an extensive range of collective model portfolios for clients with £25,000 or more to invest. With eight strategies to choose from, clients can own an investment portfolio that meets their personal financial objectives and preferred level of risk.

 

The award winning Libero Portfolio Service is part of Quilter Cheviot's Open Ended Investment Company (OEIC) structure. The fund range allows you and your clients access to our investment expertise through a unitised structure for clients with £1,000 or more to invest.

 

DUBAI AND JERSEY OFFICES

The Dubai office opened in the Dubai International Financial Centre (DIFC) in early 2016, enhancing our local presence in the Middle East. We strive to be the investment manager of choice for international clients who recognise the value of a bespoke offshore portfolio service. Following a proven and robust process, we at Quilter Cheviot pride ourselves in our ability to create investment solutions that can be tailored to your needs.

 

We understand global investment markets and our team of experienced investment managers can help support you in managing your offshore investments in a professional and unbiased manner. Our Jersey and Dubai offices provide certain investment services, and your relationship will be managed from there in accordance with the correspondent UK, Jersey and DIFC regulations.

Strategies

Sterling £

Bespoke

We offer the Discretionary Portfolio Service for portfolios typically in excess of £200,000. The service provides actively managed portfolios tailored to individual investor requirements, with investments drawn from across a range of vehicles, including direct equity and fixed interest.


Our DPS service allows for the retention of any existing holdings that your client may wish to maintain, the efficient management of capital gains tax liabilities and can accommodate client-driven ethical and other investment restrictions.

MANDATES

  • Medium Risk • medium

  • High Risk • high

US Dollar $

Bespoke

We offer the Discretionary Portfolio Service for portfolios typically in excess of $400,000. The service provides actively managed portfolios tailored to individual investor requirements, with investments drawn from across a range of vehicles, including direct equity and fixed interest.

MANDATES

  • Medium Risk • medium

  • High Risk • high

Euro €

Bespoke

We offer the Discretionary Portfolio Service for portfolios typically in excess of €250,000. The service provides actively managed portfolios tailored to individual investor requirements, with investments drawn from across a range of vehicles, including direct equity and fixed interest.

MANDATES

  • Medium Risk • medium

  • High Risk • high

Climate Assets Fund £

Fund

The Climate Assets Fund seeks to achieve long term capital appreciation and provide income by multi-asset allocation and multi-thematic investment. The fund invests around the world with a focus on investment opportunities arising from the convergence of climate change, resource scarcity and population shifts. 

MANDATES

  • Climate Assets Fund • medium

    The investment objective of the Fund is to provide a mixture of long term capital growth and income. The Fund invests mainly in companies which will benefit from climate change, resource scarcity and population growth, and will therefore follow the theme of sustainability.