Quilter Cheviot

Quilter Cheviot Specialists in investment management. Making the right investment decisions takes skill, resources and experience. You may not recover what you invest.

At Quilter Cheviot you will find all three in abundance, and is why we have been managing money for over 10 generations. This means that for your lifetime, and for generations to come, there is only one investment decision you need to make. Key facts about Quilter Cheviot:
• One of the largest discretionary managers in the UK with over £25.2bn in funds under management*
• Providing discretionary

managed investment portfolios for private clients, professional intermediaries, charities, trusts and pension funds.
• 14 offices across the UK, Jersey, the Dubai Internal Financial Centre, and a wholly-owned subsidiary in Ireland: Quilter Cheviot Europe Limited.
• Managing portfolios for over 36,000 clients*.
• Part of a FTSE 250 company (as part of Quilter PLC).

*As at 30 June 2022

IMPORTANT: Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. Investments or investment services referred to may not be suitable for all recipients, if you are in any doubt you should seek independent financial advice. The information published on LinkedIn (“Social Media”) by Quilter Cheviot Limited (“Quilter Cheviot”) should be used for information purposes only. None of the information contained on the Social Media constitutes: financial or other professional advice (whether legal, tax, accounting or otherwise); or a recommendation, offer or solicitation to purchase (or sell) an investment. Any content, views, opinions or responses to questions expressed, published on or sent via Social Media by anyone other than us, are those of the person providing them only and are not ours and, if we include on Social Media any links to, or extracts from, information provided by anyone other than us, such links or extracts do not represent an endorsement of, or opinion on, that third party information by us. Accordingly, we will not be legally responsible for any such content or information, for any actions taken as a result of accessing it or anything available on any other website referred or linked to, or otherwise appearing on, the Social Media, whether or not it is published by us. Please refer to http://www.quiltercheviot.com/important-information/social-media for the full terms applicable to the use of Social Media.

More standout moments from the Quilter Cheviot British Open as the first quarter-finalists are confirmed and the competi...
03/06/2026

More standout moments from the Quilter Cheviot British Open as the first quarter-finalists are confirmed and the competition heats up.

If you’re attending, visit our stand for the chance to win a signed PSA quarter-zip, event t-shirt and cap, signed by this year’s champion.

Colin Monton, head of client development at Quilter Cheviot, says many founders focus so intensely on the company that t...
03/06/2026

Colin Monton, head of client development at Quilter Cheviot, says many founders focus so intensely on the company that they neglect their own long-term financial position.

“Entrepreneurs are very good at focusing on the business but often neglect their personal position; the two are completely linked,” he says.

He argues that business owners should treat personal finances with the same discipline as company finances, particularly if they eventually hope to sell the business or step away from day-to-day operations.

“Most founders only get one real shot at an exit, so the decisions you make years in advance really matter,” he adds.

Just as importantly, founders need to build trusted teams around them instead of attempting to carry every responsibility alone.

According to Monton, the best outcomes tend to come from having support both professionally and personally, allowing entrepreneurs to focus on growth rather than becoming overwhelmed by administration and “business housekeeping.”

👉 Read the full article within the The Independent here: https://www.independent.co.uk/news/business/british-entrepreneur-experts-business-smes-b2983182.html
Capital at risk.

⭕ Game on in Birmingham.We’re proud to be sponsoring the Quilter Cheviot British Open, now underway at The Rep, bringing...
01/06/2026

⭕ Game on in Birmingham.

We’re proud to be sponsoring the Quilter Cheviot British Open, now underway at The Rep, bringing together the world’s best squash players.

Some of the sport’s biggest names are already lighting up the courts as the tournament unfolds.

If you’re attending, visit our stand for the chance to win a signed winners’ merchandise pack.

Photos: PSA Squash Tour

“A legacy is built through the clarity of purpose behind it.”Amid a significant generational wealth transfer, how HNWIs ...
28/05/2026

“A legacy is built through the clarity of purpose behind it.”

Amid a significant generational wealth transfer, how HNWIs think about their wealth – and what it should be used for – is evolving.

Nicola Toyer, Acting Head of Charities, shares how a legacy is defined not just by the scale of giving, but by the positive and lasting impact it has on people and communities.

Read the full write-up from Luxury London: https://luxurylondon.co.uk/private-office/private-finance/how-to-create-a-legacy-through-philanthropy/
Capital at risk.

28/05/2026

What’s really driving markets right now?

In a radio interview with Newstalk last week, Alan McIntosh, Chief Investment Officer, Quilter Cheviot Europe, shared his perspective on a number of recent updates shaping the investment landscape.

From Nvidia’s standout results, and the more muted market reaction amid US–China tensions, to Meta’s job cuts and what they signal about AI’s growing influence, the conversation explores how technology is reshaping both markets and the workforce.

Alan also touched on rising bond yields and inflation pressures, highlighting the role of energy disruption linked to the Strait of Hormuz, as well as evolving expectations around central bank policy and the implications for investors.

Listen to the full interview below.
Capital at risk. This is general commentary and should not be interpreted as a personal recommendation.

Quilter Cheviot will be at The Vale Golf and Country Club on Saturday 13 June, offering complimentary, no-obligation con...
26/05/2026

Quilter Cheviot will be at The Vale Golf and Country Club on Saturday 13 June, offering complimentary, no-obligation consultations.

Meet the team, ask questions and explore how we can support you, whether that’s protecting wealth, growing investments or planning for key life moments.

🗓️ Saturday 13 June | 10:00–14:00
📌 The Vale Golf & Country Club, Hill Furze Road, Bishampton, Pershore, Worcestershire, WR10 2LZ

Sessions last around 30 minutes and spaces are limited.
To reserve your preferred time, please email [email protected]
If you can’t attend on the day, get in touch to arrange a time that works for you.

If you already have a financial adviser, always consult them on planning requirements in the first place.
Investments and the income from them can go down as well as up, you may not get back what you invest. This is a marketing communication.
Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

“You really have one opportunity to get the wealth management structure right.”In this recent interview with The Currenc...
26/05/2026

“You really have one opportunity to get the wealth management structure right.”

In this recent interview with The Currency, Patrick Good, head of wealth planning at Quilter Cheviot Europe, sat down with Tom Lyons to share how changing wealth dynamics are shaping the way people plan, from longer retirements to more complex personal and financial situations, with a growing focus on diversification, tax and long-term outcomes.
It underlines how growing wealth across Ireland is making structure, diversification and forward planning more important than ever.

Read the full interview:
https://thecurrency.news/articles/226026/we-make-zero-assumptions-quilter-cheviots-patrick-good-on-wealth-longevity-and-tax/

Photo: Bryan Meade

25/05/2026

🎯 Precision in motion.

The countdown to the 2026 Quilter Cheviot British Squash Open is on, as the world’s best prepare for Birmingham.

With 64 of the top players in the world set to compete, the stage is set for another week of elite competition.

Follow along as the action unfolds.

Video PSA Squash Tour | Featuring Nouran Gohar - 2025 Women's Champion

A powerful reminder of the impact the right support can have. We were proud to attend the Alfie's Squad Fundraising Gala...
22/05/2026

A powerful reminder of the impact the right support can have.

We were proud to attend the Alfie's Squad Fundraising Gala 2026 last night, supporting the important work they do with children, young people and families affected by bereavement through su***de.

A fantastic evening and it was great to hear first-hand just how important the services provided by Alfie's Squad are, including hearing from the inspirational Alfie.

Thank you to everyone who made the event a success. We were delighted to share it with colleagues and guests: Sally Murphy, Lucy Bazley, Donna Ellis-Connell, Zita Kiszko, Richard McGee, Stewart Campbell, Sean Feeney, Steven Donelly, Matthew Whelan and Ellice Harding.

A brilliant cause and an evening that will stay with us.

Address

Senator House, 85 Queen Victoria Street
London
EC4V4AB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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