Wealth & Money Management Awards 2015

Quilter Cheviot

Quilter Cheviot is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Quilter Cheviot

Best for Managed Portfolio Services – UK


Quilter Cheviot has a heritage that can be traced back to 1771. We are one of the UK’s largest independently owned discretionary investment management firms, focusing on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds.

Discretionary Portfolio Service

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.

As well as accommodating any existing holdings that the client may wish to retain, we are able to manage accurately capital gains tax liabilities, feed assets in or out of the market in a controlled manner, and generate income through a blend of capital disposals and natural yield.

Managed Portfolio Service

Our Managed Portfolio Service (MPS) provides a range of discretionary investment portfolios which offer clients diversified exposure to global financial markets. MPS was launched in 2001 and provides clients with a high level of diversification through investment in collective funds. With a strong track record, we offer a range of investment Strategies and the flexibility to switch seamlessly between them without charge should an investor’s circumstances or risk appetite change.

Libero Portfolio Service

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

The value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future returns. Investors may not receive back the amount originally invested. Investments and investment services referred to may not be suitable for all recipients.

Quilter Cheviot Limited is registered in England with number 01923571. Quilter Cheviot is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.



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