Under Quilter Cheviot's DFM service, you will be assigned your own dedicated investment manager who will create your investment portfolio. This will be designed according to your personal investment objectives and with consideration to your individual attitude and tolerance to risk.
Quilter claims to offer a personal service thanks to their network of 14 locations across Ireland and the UK and with an offshore presence in Jersey and a DIFC Dubai branch.
Quilter Cheviot have a few core investment strategies. These contain a blend of equities, gilts, commercial property and alternative investments – as well as a small element of cash – designed to meet different objectives and risk profiles.
The range of these core strategies are:
Quilter Cheviot's investment managers work with financial advisers and their clients to determine their investment requirements and objectives, and to build a portfolio that’s right for them.
This approach allows the financial adviser to act as an advocate for their client, actively challenging what Quilter Cheviot does and says, which arguably preserves the primary relationship of the financial adviser and underlying client.
NOTE:
We would highly recommend reading the 'expert verdict' section of this independent review to learn why our team of experts gave Quilter Cheviot 3 out of 5 stars.
Additionally, here's a free guide that can help you achieve better results. In this guide, you'll learn:
While Quilter Cheviot is a respected name and they provide a range of international actively managed DFM solutions, we believe that there are far better, more cost-effective alternatives available.
If you already have a Discretionary Managed Portfolio with Quilter Cheviot and it is worth £500,000 or more, we recommend you get a Second Opinion to ensure you are on track to get and keep the life you want.
