Quilter Cheviot

About The Fund

Quilter Cheviot is a wealth management firm that specializes in offering a range of advisory services such as financial planning, investment advisory, discretionary portfolio service, managed portfolio, fund management, and stockbroking advice. With a focus on life sciences and mobile industries, Quilter Cheviot aims to help individuals invest with the intent of growing their money, particularly those who wish to invest more than £250,000 via its Discretionary Portfolio Service (DPS). As a responsible investor on behalf of their clients, Quilter Cheviot underlines the importance of understanding client needs and establishing trust through responsible decision-making in their investment philosophy. Quilter Cheviot's reputation is built over 250 years of operation and its approach is founded on constructing bespoke portfolios that suit each client's unique preferences, goals, and aspirations. The firm is committed to corporate sustainability and is driven to preserve and build the wealth of its clients, boasting extensive global knowledge among its team of experienced specialists. To maintain client engagement and to provide updated market and industry insights, Quilter Cheviot hosts events, webinars, and produces various publications including a newsletter and podcasts. The firm has a footprint across the United Kingdom, Jersey, Dubai, and Europe. Quilter Cheviot supports their clients' needs thoroughly including health issues, accessibility needs, or difficult personal times. The company is conscious of the risks involved in investment and emphasizes the need for clients to acknowledge that the value of investments and income from them can decline. They were acquired by Old Mutual in 2014, reflecting their emphasis on growth through mergers and acquisitions to expand their business portfolio.