Quilter Cheviot

Services Provided

  • Discretionary
  • Advisory
  • Execution

Investment

  • Wealth Manager, Investment Manager
  • Founded 1771

Pooled Accounts

  • Minimum Account £100K
  • Assets Under Management £180M
  • Number Of Clients 184

Segregated Accounts

  • Minimum Account £750K
  • Assets Under Management £2
  • Number Of Clients 654

About Quilter Cheviot

At Quilter Cheviot we have a long history of working with charitable and not for profit organisations. As one of the UK's leading charity managers, we provide investment services to over 650 organisations. Many charities and trustees find accessing investments can be overly onerous. We pride ourselves on our flexible approach in dealing with the challenges and dilemmas that come with this responsibility. In addition, we can offer charities a bespoke service by constructing portfolios specifically run-in line with their investment policy. At Quilter Cheviot we understand that every charity’s situation is unique. Our Investment Managers have a wealth of experience working with charities with a wide range of mandates and understand the specific challenges and opportunities faced by the sector.

Latest Articles

Upcoming Events

AI for Charities - Webinar

22.05.2025 12:00 - 13:00

Our Philosophy

- Delivering the right strategy
- The ethos of our business is build on the believe that the people you meet are the people who are managing your money.