Quilter Cheviot Investment Management

Service provider
Investment Manager
Min. account size
£200,000
Ownership
Listed on stockmarket
Size of wealth manager
Large
Founded
1771
Size
UK Wide

Quilter Cheviot Investment Management Factfile

Quilter Cheviot has a heritage that can be traced back to 1771. We are one of the UK’s largest discretionary investment management firms, focusing on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds. Our investment managers are committed to building long-term relationships with their clients, established on a foundation of exemplary personal service and investment expertise.

Contact person Investment manager
Fee structure Annual fee
Min. account size £200,000
Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Retail banking
Ethical investing
Philanthropy

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Questions to ask?

Questions to ask?

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What we like

What we like

Part of a larger group with global capabilities
A long and prestigious history
Diverse focus on investment classes

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