Quilter Cheviot

Overview

Quilter Cheviot is a UK-based investment management firm offering discretionary investment management services to private clients, charities, and institutions. With over 250 years of heritage, the firm has built a reputation for exemplary personal service and a commitment to building and preserving clients' wealth. Their services are tailored to individual preferences, based on a deep understanding of clients' investment goals and aspirations. The firm's investment approach is characterized by a rigorous process, supported by a strong research team. They offer a range of services, including Discretionary Portfolio Service, Sustainable Opportunities Funds, and Responsible Investment strategies. Quilter Cheviot is part of Quilter plc, a leading FTSE 250 wealth management business, and operates offices across the United Kingdom, Jersey, Dubai, and Dublin. Quilter Cheviot's investment managers have an average of over 16 years' industry experience, with over 10 years at the firm. They manage assets on behalf of more than 36,000 clients, with assets under management totaling £32.5 billion as of 31 December 2025. The firm is authorized and regulated by the Financial Conduct Authority in the UK and the Financial Sector Conduct Authority in South Africa, with a branch in the Dubai International Financial Centre regulated by the Dubai Financial Services Authority.

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