Who we are?
Quilter Cheviot is one of Ireland and the UK’s largest discretionary investment management firms with over €28.6 billion of assets under management (As at 31 December 2020). Based in 12 locations across the Ireland and UK with an offshore presence in Jersey and a representative office in Dubai, we offer a comprehensive range of investment services. We have developed investment solutions to meet the needs of more than 40,000 clients and designed portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust is at the very heart of everything we do for our clients.
Why choose Quilter Cheviot?
Our investment managers have an average of 19 years’ service in the industry and 16 years at Quilter Cheviot. This ensures you benefit from experience, continuity and stability. We have a network of 14 offices, so you and your client can meet face-to-face with your investment manager. Our vision is to be our clients’ most trusted partner. Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our drive to preserve the wealth of our clients.
Quilter Cheviot Valued Adviser Hub
At Quilter Cheviot, we strongly believe in the value of financial advice which is why we have recently launched our Valued Adviser Hub. We have collated a range of materials to help you explain to clients the value you add, the role of discretionary management within that, and how you can further help build trust with your clients, an essential component in realising good customer outcomes. For more information, visit – https://www.quiltercheviot.
As a result of the current Covid-19 outbreak, Quilter Cheviot have created a Coronavirus “hub” to provide clients content in response to the pandemic. From home-working tips by Head of Charities, William Reid who spent up to 100 days underwater in a submarine whilst working in the navy to weekly Diary of a Fund Manager podcasts by David Miller, the hub is regularly updated with webinars, weekly comments, podcasts, recent articles and insights into the ever-changing situation to assist clients in this difficult time.