What Quilter Cheviot does

Quilter Cheviot is a UK-headquartered discretionary investment management firm with origins dating to 1775, operating today as a wholly-owned subsidiary of Quilter plc. The firm manages bespoke portfolios for high-net-worth private clients (minimum investment of £250,000 for its core Discretionary Portfolio Service), charities and professional trustees, financial advisers and IFAs, and solicitors and accountants, with additional financial planning services covering estate planning, retirement preparation, and business protection. It reports £141.2bn in assets under management (up 18% year-over-year) and operates across the UK, Jersey, Dubai (DIFC), and Ireland under authorizations from the FCA, Central Bank of Ireland, Jersey Financial Services Commission, Dubai Financial Services Authority, FSCA, and as a London Stock Exchange member.

The business is delivered through a relationship-led model employing 501-1,000 staff, with dedicated Investment Managers and support teams operating from regional UK offices and international hubs. Technology infrastructure is built on Microsoft Azure and includes the My Quilter Cheviot client portal, a mobile application with biometric authentication, and limited use of machine learning for investment activities under human oversight. The firm offers Sustainable Opportunities Funds (Balanced and Growth) and a Responsible Investment framework as differentiators within the discretionary mandate.

Revenue is generated primarily through recurring investment management fees on assets under management, with reported group-level revenue of £701m (up 5% year-over-year) and adjusted profit before tax of £207m (up 6%). The firm's 2026 strategic repositioning refocuses Quilter Cheviot on HNW clients while reducing adviser headcount, and a new sub-brand, Quilter Invest, has been launched to serve up to 12 million additional mass-market clients separately. A partnership with SIFA Professional provides structured solicitor referral channels, and the firm markets through thought leadership content, weekly podcasts, events, and newsletters.

Name

Quilter Cheviot

Legal name

Quilter Cheviot Limited

Website

https://quiltercheviot.com

Company type

Private

Founded year

1775

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Quilter Cheviot is a 250-year-old UK-based discretionary wealth manager with £141.2bn in assets under management, serving high-net-worth private clients, charities, trustees, and financial advisers through dedicated relationship-led portfolio management across the UK, Jersey, Dubai, and Ireland.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Discretionary portfolio management
• Private investment management
• Responsible investment funds
• High net worth advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Management Fees: Fees derived from managing client portfolios and assets under management. The firm reported total assets under management of £141.2bn as of 2025, with revenue of £701m growing 5% year-over-year
2. Financial Planning Services: Quilter Cheviot Financial Planning helps clients with complex financial matters including significant investments, estate planning, business protection, and retirement preparation

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

Quilter Cheviot provides bespoke discretionary investment management for high-net-worth private clients with a £250,000 minimum investment threshold, offering tailored portfolio management through its Discretionary Portfolio Service (DPS), Sustainable Opportunities Funds, Responsible Investment framework, and complementary financial planning services covering estate, retirement and business protection matters. Clients access portfolios via the My Quilter Cheviot web portal and mobile app, supported by dedicated Investment Managers across UK, Jersey, Dubai and European offices.

Product overview

Quilter Cheviot offers a suite of wealth management products and services built around bespoke investment management. The core offering is the Discretionary Portfolio Service (DPS) for clients with £250,000 or more to invest, providing tailored portfolio management. Supporting the core service are Sustainable Opportunities Funds (balanced and growth variants) for ethically-focused investors, a Responsible Investment framework applied across all portfolios, and Quilter Cheviot Financial Planning for advisory services covering estate planning, retirement, and complex financial matters. Client access is provided through the My Quilter Cheviot web portal and mobile application, which enable viewing of portfolios, transactions, documents, and performance data. The company operates across multiple regulatory jurisdictions including UK (FCA), Jersey, Dubai (DIFC), and Ireland.

Differentiator

Problem solved

Functional benefit

Brands

• Quilter Invest: Branded vehicle to serve up to 12 million additional people in the mass market segment, launched alongside repositioning of Quilter Cheviot to focus on high-net-worth clients.
• Discretionary Portfolio Service (DPS)
• Sustainable Opportunities Funds

Products and services

• Discretionary Portfolio Service (DPS) Bespoke discretionary portfolio management service for individuals wishing to invest more than £250,000, providing tailored investment management with ongoing portfolio oversight and management by dedicated Investment Managers.
• Sustainable Opportunities Funds Comprises the Sustainable Opportunities Balanced Fund and Sustainable Opportunities Growth Fund, investing in companies that make a positive contribution to the world with strong underpinning ethical values.
• Responsible Investment Responsible investment framework applied across portfolio management, incorporating ESG considerations and ethical screening into investment decisions on behalf of clients.
• Quilter Cheviot Financial Planning Financial planning services for complex matters including significant investments, estate planning, business protection, and retirement preparation. Operates as a trading style of Quilter Cheviot Limited and is part of SIFA Professional.
• My Quilter Cheviot Client Portal Online client portal providing secure access to view portfolio valuations, performance data, transaction history, documents, and asset summaries with paperless communications and secure messaging.
• Quilter Cheviot Mobile App Mobile application for iOS and Android providing secure access to portfolio data, documents, transactions, and biometric authentication for client account access.

Quantifiable outcome

• 96% of advisers with clearly defined client profiles maintain structured due diligence processes for assessing investment providers, compared to only 72% of those without client segmentation

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• SIFA ProfessionalcoreStrategic or Co-development PartnerQuilter Cheviot is a member of SIFA Professional which helps financial advisers build valuable relationships with solicitors and other legal professionals to maximise outcomes to clients. Endorsed by the Law Society, Quilter Cheviot became members in 2019 after meeting SIFA's due diligence criteria for working with solicitors.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Rathbones Group: UK-listed discretionary wealth manager with £113bn+ AUM serving HNW individuals, charities, and trustees. Directly comparable to Quilter Cheviot in client mix, discretionary mandate focus, and UK/regional presence.
• Brooks Macdonald: UK wealth manager providing discretionary portfolio management to HNW private clients, charities, and intermediaries. Closely matches Quilter Cheviot's bespoke mandate approach and minimum-investment threshold model.
• Evelyn Partners: UK wealth management and professional services group managing ~£70bn for HNW individuals, families, and charities. Comparable to Quilter Cheviot in discretionary model, heritage positioning, and charity segment focus.
• St. James's Place: Largest UK wealth manager with ~£170bn AUM serving HNW and mass-affluent clients through an adviser network. Comparable scale and UK-centric HNW focus, though distributed via tied advisers rather than direct discretionary mandates.
• Schroders Wealth Management: Wealth management division of Schroders (incorporating Cazenove), serving UHNW and HNW clients with bespoke discretionary mandates. Comparable multi-jurisdictional HNW proposition and minimum-investment thresholds.
• SG Kleinwort Hambros: Private banking and wealth management arm of Société Générale serving HNW and UHNW clients across UK, Jersey, and Continental Europe. Comparable cross-jurisdictional discretionary mandate model and HNW client base.
• Killik & Co. London-based wealth manager offering discretionary portfolio management and financial planning to HNW individuals. Comparable bespoke discretionary model, though at smaller scale than Quilter Cheviot.
• Canaccord Genuity Wealth Management: Wealth management division of Canaccord Genuity providing discretionary portfolio management to HNW clients across UK, Jersey, and other jurisdictions. Comparable multi-jurisdictional HNW discretionary mandate proposition.
• Hoare & Co. Private bank serving HNW individuals, families, and trusts with bespoke investment management. Comparable heritage, bespoke discretionary approach, and minimum-investment threshold model in the UK HNW space.

Broad incumbents

• Coutts: Private banking brand of NatWest Group serving HNW and UHNW clients with discretionary portfolio management and banking. Comparable HNW value proposition as part of a much larger banking group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubemusic.youtube.com/playlist?list=PLOqW81doT77iE4BStsPIne_RgxEx0m__V
• Xx.com/quiltercheviot
• Facebookfacebook.com/387495488022764
• LinkedInlinkedin.com/company/quilter-cheviot-ltd

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quilter Cheviot