Wealth & Money Management Awards 2015
Quilter Cheviot is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.
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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.
Wealth and Finance International returns for the second time with their Global Insurance and Risk Management Awards for 2022. These awards are here to celebrate the contributions delivered by both the insurance and risk assessment sector and all the hard-working professionals involved in it. We pride ourselves on being inclusive with our nominations, meaning all sectors of the industry are welcome to participate, from travel and business insurance to medical indemnity, and worker’s compensation – we aim to not limit the vast array of sectors in this field of expertise. It brings us great joy to be able to acknowledge the grit and determination of those within the industry that have had to face many challenges due to the pandemic. We are looking forward to showcasing businesses who have met these challenges with their innovation and commitment. With technology playing a fundamental role within both the insurance and risk assessment sector, it has become a prime resource of the future of programming and the future of connectivity. Even with the rising cost of operations, businesses have continued to present a 24.15% increase as compared to the same period in the previous year – making it the perfect opportunity to be recognized. Becoming an award winner within the Global Insurance and Risk Management Awards 2022 can be widely beneficial as your company will become recognised on a global scale but is also a great way to demonstrate to potential clients and competitors what you have achieved. To create a level-playing field for all participants, our decisions are based on merit alone – not taking into consideration longevity, size or annual revenue of a business to determine the winner. Successful candidates are chosen by focussing on their reputation and determination to become successful in their industry. Nominees will be granted the opportunity to supply supporting evidence to our judging panel that they may feel plays a vital role in their company, such as a particular achievement or a prosperous business venture. Our in-house research team will also carefully analyse any publicly available information to build a casefile for you, using online sources such as company websites, social medias and customer testimonials. With a global circulation of 130,000 readers, Wealth and Finance International provide a substantial platform to take your company to new heights by promoting and celebrating your brand to a worldwide readership, with the potential to gain new audiences. Should you wish to nominate a business you feel is deserving, or you perhaps would like to submit a self-nomination, you can do so by using our voting form. Alternatively, you can also get in touch with our team directly via email.Winners Announced
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Wealth & Finance are proud to introduce the inaugural Management Consulting Awards which is the latest edition to our awards portfolio. The awards will showcase the true value of consulting to both the private and public sector from across the globe. Consultants play a crucial role within today’s society by helping clients achieve better results, for less money and faster. Many businesses recognise the value that consultants bring to an organisation by offering expertise in certain areas with the ability to add additional value to key projects. Having a fresh external perspective is highly effective in achieving organisational success. Consultants provide necessary technical expertise combined with a complex understanding of business and organisational dynamics. Taking part in the Wealth & Finance Management Consulting Awards 2022 is the perfect way to affirm your status as an industry leader, whilst also instilling confidence in your clients, customers, and colleagues that you are providing an award-winning service. Awards are proven to boost company morale and our readers are always wanting to hear of award-winning companies and their proven sustainable strategies. Here at Wealth and Finance we are passionate about assisting companies and individuals receive the recognition they deserve for their hard work and efforts. We are keen to welcome a vast array of firms from around the world, and pride ourselves on obtaining a diverse list of companies. We include businesses of all sizes, regardless of number of employees, length of service or annual turnover, in our efforts to ensure that only those truly deserving are successful. All applicants are welcome to provide further materials in support of their nomination, case files, product samples and media packs are all accepted but are not mandatory. In a process which can take up to eight weeks, our experienced research team perform extensive research and fact-checking using publicly available information alongside any further materials supplied to determine this year’s winners. Should you wish to be included in the Management Consulting Awards 2022 or know of a business or individual deserving of a place on the shortlist, please submit a nomination using the voting form above.Winners Announced
Wealth & Finance International is thrilled to announce the return of the 2nd annual Retirement Planning Awards! Once again, we strive to honour and commemorate those whose work allows this crucially important industry to flourish. Candidates for the Retirement Planning Awards 2023 will include the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation; Wealth & Finance International is committed to celebrating all influential businesses in the industry. This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations. In light of recent developments in the pensions industry, the Retirement Planning Awards 2023 arrives at a fitting time. As global interest rates increase, purchasing insurance products for company pension schemes is becoming more feasible, adding to further security in retirement planning. Considering that most consumers believe employee benefits are their best chance of ensuring a comfortable retirement, this bodes well for member participation of workplace pension schemes. Furthermore, with the use of helpful pension plan schemes such as CDCs, accessibility in retirement planning is improving. This combined with the ongoing development of industry technology and the increasing savvy with which pension plan managers provide for their members, the Retirement Planning market is showing signs of firm growth and fortitude. The Retirement Planning Awards 2023 serves to showcase the professionals and firms which make this possible. Should you become one of our prestigious winners, Wealth & Finance International’s globally circulated platform will be available for you to share your achievements with our 130,000+ audience of high-net-worth individuals, institutional investors, and professional services firms. So, if you, an organisation or a professional you know of is exhibiting excellence in what they do, please do not hesitate to engage with our Nominations Team or use the provided voting form. Our unbiased in-house research and judging team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be ahead of the competition. Wealth & Finance International is looking forward to announcing the winners of the Retirement Planning Awards 2023.Voting Closed