Partnership with Quilter Cheviot

By Stewart Bicknell


We are excited to announce our managed portfolio partnership with Quilter Cheviot.
Quilter Cheviot is a wealth manager with a heritage dating back to 1771. The company pioneered a Managed Portfolio Service back in 2001 with the aim of providing clients with a straightforward and cost-effective way to benefit from their investment expertise, process and resources with the goal of preserving or growing wealth.  They come to us with years of experience and are backed by one of the largest fund research teams in the industry.
The service, is a ready-made seamless investment portfolio, with each portfolio being made up of funds investing in different asset classes and different global markets. We look forward to a partnership with a company that places such importance and value in the ideals of our company, as well as those of our clients.
Simon Doherty, Lead Portfolio Manager (left) | Stewart Bicknell, Head of Investment Committee | Matt Bell, Managing Director | Antony Webb, Portfolio Manager (right)


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