Quilter Cheviot Investment Management
Best UK Investment Manager 2015
Best for Bespoke Portfolio Structuring
As one of the UK’s largest discretionary investment management firms, Quilter Cheviot provides and manages bespoke investment portfolios for private clients, trusts, charities, pension funds and their professional advisers.
With a heritage that can be traced back to 1771, we are:
-Passionately committed to our clients – our unbiased approach enables us to build investment portfolios that are tailored to each client’s individual preferences.
-Market leading – bringing exemplary personal service, the latest research and investment expertise.
-At the forefront of innovation ¬– constantly seeking out new investment opportunities from across the globe, as well as having led the way in developing professional investment outsourcing solutions for financial advisers.
-Investing on behalf of over 37,500 clients – across the UK, in Dublin and Jersey, with over £17.5 billion in assets*.
-Award winning – the standards we have set have been recognised with the award of a Defaqto 5 star rating for our Discretionary Portfolio Service (DPS) and Managed Portfolio Service (MPS) in 2012, 2013, 2014 and 2015.
-Part of a FTSE 100 company – as part of Old Mutual Wealth, we are a financially secure partner for our clients, with significant resources available to continuously develop the products and services we offer to them.
Our unbiased approach enables us to build an investment portfolio that’s tailored to our clients' individual preferences. We research the global markets to seek the best investment options – aiming to meet your aspirations whether your priority is growth or capital preservation.
Our clients can influence or dictate your investment mandate as much as they wish – but they can rest assured our advice will be free from corporate hindrance. We understand how important it is for our clients to build a relationship with the person responsible for their portfolio.
Our ethos is one of personal service which is demonstrated by longstanding relationships, often spanning generations. Clients can meet with us as and when they need to, leading to a strong sense of understanding and trust.
We have a highly skilled support team – whether it’s research, administration or technology, we have experts in the field supporting our investment managers in delivering a first class service to you, day in, day out.
We have a regional office network which allows our clients to have your investments managed at a local location and choose what works best for them. Our clients benefit from the combined talent of our experienced investment managers and in-depth analysis of our dedicated research teams. We can generate a unique investment process that is:
-Agile – to keep ahead of today’s constantly changing markets
-Flexible – to incorporate any personal investment requirements
Our truly bespoke investment process includes the following features:
-Is driven by our close relationship with you.
-Is structured to build and preserve your wealth over the long term.
-Balances your level of risk with the security you need from your investments.
-Allows you to choose your level of involvement in the investment decisions.
-Is designed to provide you with an investment portfolio that reflects the right balance between enjoyment today and investment for the future.
Company: Quilter Cheviot Investment Management