Quilter Cheviot is a prominent privately owned wealth management firm based in London, United Kingdom, with a history dating back to its establishment in 1771. It provides discretionary investment management services to a diverse client base, including private individuals, charities, trusts, pension funds, corporate entities, and life companies. The firm specializes in managing tailored investment portfolios that encompass equity, fixed income, and balanced strategies, catering to the specific financial goals and needs of its clients. In addition to advisory services, Quilter Cheviot also manages mutual funds, ensuring a comprehensive approach to investment management. The firm is recognized as one of the largest independent discretionary investment managers in the UK, emphasizing personalized client service and effective portfolio management.
Cheviot Asset Management provides broker dealer, trust, pension plans, and charity services to its clients. It provides its services to private clients, trusts, charities, intermediaries, and pension funds. The firm manages separate client focused equity and fixed income portfolios for its clients. It also manages equity and balanced mutual funds for its clients.
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