Quilter Private Client Advisers

Private Wealth Managementquilterpca.co.uk

Company typePrivate
Founded2018
HeadquartersLondon, United Kingdom
Headcount51–100
GTM typeB2C
OfferingServices

Quilter Private Client Advisers firmographics

Firmographics

Name: Quilter Private Client Advisers
Legal name: Quilter Cheviot Limited
Website: https://quilterpca.co.uk
Company type: Private
Founded year: 2018
Operating status: Operating
Headcount range: 51–100 employees
Ownership category
akta.pro rank

Quilter Private Client Advisers industry classification

Industry

Product category: Private Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
SIC: Investment Advice (6282)
akta.pro primary industry: Discretionary Portfolio Management (Retail) (FSAAAAAH)
akta.pro secondary industries: Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Estate Administration & Probate Services (FSAAANAE)

Keywords

Wealth management
Discretionary portfolio service
Private client advisory
Investment management
Responsible investing

Where Quilter Private Client Advisers is headquartered

Location

Headquarters

HQ city: London
HQ country: United Kingdom
HQ region: Europe

Offices1 record

Markets served

Quilter Private Client Advisers business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Discretionary Portfolio Management: Quilter Cheviot generates revenue through discretionary portfolio management fees charged on client assets under management. The firm offers bespoke investment management services including the Discretionary Portfolio Service (minimum £250,000), Sustainable Opportunities Funds, and responsible investment solutions.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Discretionary Portfolio Service for investments over £250,000

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Quilter Private Client Advisers product offering

Product offering

Core offering

Quilter Cheviot provides bespoke discretionary portfolio management and investment management services primarily to private clients and high-net-worth individuals with a £250,000 minimum investment threshold. The firm manages tailored portfolios aligned to individual preferences, complements these with Sustainable Opportunities Balanced and Growth Funds for ethical investing, and applies a responsible investment framework across all offerings. Services are distributed directly to clients and through a network of financial advisers, charities/trustees, and professional intermediaries.

Product overview

Quilter Cheviot offers a unified wealth management platform with investment management as its core service. The primary offering is the Discretionary Portfolio Service (DPS) for high-net-worth individuals (minimum £250,000), complemented by the Sustainable Opportunities Funds (Balanced and Growth variants) for clients seeking ethically-aligned investments. The Responsible Investment module underpins all offerings, ensuring ethical considerations guide portfolio construction across the platform.

Differentiator

Problem solved

Functional benefit

Brands

The Quilter Foundation: Charitable initiative focused on creating brighter futures for the next generation through partnerships addressing financial education, social mobility, food insecurity and more.

Products and services

Discretionary Portfolio Service (DPS) A discretionary portfolio management service for individuals wishing to invest more than £250,000, providing bespoke portfolio management tailored to individual preferences. Offered by Quilter Cheviot.
Sustainable Opportunities Balanced Fund A balanced fund that invests in companies making a positive contribution to the world, underpinned by ethical values.
Sustainable Opportunities Growth Fund A growth-oriented fund that invests in companies making a positive contribution to the world, underpinned by ethical values.
Investment Management Services Comprehensive investment management services designed to give money the best opportunity to grow, with bespoke portfolios tailored to individual preferences and investment goals.

Companies that use Quilter Private Client Advisers

Customer profile

Segments4 records

Ideal customer profiles4 records

Quilter Private Client Advisers technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Quilter Private Client Advisers partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves3 records

Quilter Private Client Advisers competitors and assessment

Company assessment

Direct peers

Coutts: Iconic UK private bank serving HNW and UHNW clients with bespoke discretionary investment management. Direct overlap in target client, product set, and heritage-led brand positioning.
Rathbones Group: UK-listed discretionary wealth manager serving HNW individuals, charities, and trustees with bespoke portfolio management. Direct overlap in service model, client segments, and product set (discretionary, funds, responsible investing).
Cazenove (Schroders Wealth Management): Schroders' UK wealth division offering bespoke discretionary portfolio management to HNW and UHNW clients, with charity/trustee specialism. Direct competitor in the same UK HNW discretionary space.
Kleinwort Hambros (Société Générale): Private bank offering discretionary portfolio management to HNW clients across the UK, Jersey, Guernsey, and continental Europe. Closely comparable in cross-border HNW focus and discretionary minimums.
Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager offering discretionary portfolio management to private clients, advisers, charities, and intermediaries. Highly comparable client mix, distribution model, and discretionary minimum thresholds.
Arbuthnot Latham: UK private bank offering discretionary portfolio management to HNW individuals, families, and trusts. Comparable UK focus, client mix, and bespoke discretionary service.
Charles Stanley: UK private client wealth manager providing discretionary and advisory portfolio management, with strong intermediary/adviser relationships. Closely aligned business model and HNW client focus.
Evelyn Partners: UK wealth manager and professional services group offering discretionary investment management to private clients, advisers, charities, and trustees. Directly comparable in segments served and service model.
Investec Wealth & Investment: UK wealth manager providing discretionary and advisory investment management to HNW individuals, charities, and intermediaries, with multi-region UK presence. Comparable product set and client segments.

Broad incumbents

St. James's Place: Largest UK wealth manager with a broad adviser-led platform serving mass-affluent to HNW clients. Competes via a wider product shelf and larger AUM scale rather than pure discretionary specialism.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Quilter Private Client Advisers financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Quilter Private Client Advisers leadership team

Management profile

Number of profiles

Quilter Private Client Advisers funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Quilter Private Client Advisers M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Quilter Private Client Advisers

What does Quilter Private Client Advisers do?

Is Quilter Private Client Advisers a public or private company?

Quilter Private Client Advisers is a private company. It is classified as corporate owned and is currently operating.

When was Quilter Private Client Advisers founded?

Quilter Private Client Advisers was founded in 2018. It employs 51 to 100 people.

Where is Quilter Private Client Advisers based?

Quilter Private Client Advisers is headquartered in London, United Kingdom, in the Europe region.

How does Quilter Private Client Advisers make money?

One revenue line is on record: discretionary Portfolio Management.

Who are Quilter Private Client Advisers's main competitors?

Direct peers on record are Coutts, Rathbones Group, Cazenove (Schroders Wealth Management), Kleinwort Hambros (Société Générale), Brewin Dolphin (now RBC Brewin Dolphin), Arbuthnot Latham, Charles Stanley, Evelyn Partners and Investec Wealth & Investment. St. James's Place is listed as a broad incumbent.

Does Quilter Private Client Advisers have an API?

No public API is recorded for Quilter Private Client Advisers.

What industry is Quilter Private Client Advisers in?

Quilter Private Client Advisers's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAABAN, Private Client Custody & Brokerage (Execution, Reporting, Safekeeping). Its NAICS code is 523940 and its SIC code is 6282.