Cheviot

Quilter Cheviot is a London-headquartered UK wealth manager offering discretionary portfolio management to high-net-worth private clients, financial advisers, charities, and trustees across the UK, Jersey, Dubai, and Europe, with a £250,000 minimum for its core Discretionary Portfolio Service.

Company typePrivate
Founded1911
HeadquartersLondon, United Kingdom
Headcount—
GTM typeB2C
OfferingServices

What Cheviot does

Quilter Cheviot is a London-headquartered discretionary investment management firm serving high-net-worth private clients, financial advisers, charities and professional trustees, and solicitors and accountants. The firm was founded in 1911 (per firmographic data) and positions itself on a 250+ year heritage in wealth management, operating across the United Kingdom, Jersey, Dubai, and Europe. The company website is cheviot.co.uk and the registered office is at Senator House, 85 Queen Victoria Street, London. The firm operates as part of the broader Quilter plc group.

The core product is the Discretionary Portfolio Service (DPS), a bespoke portfolio management mandate for clients investing more than £250,000, where Quilter Cheviot exercises investment discretion on the client's behalf based on individual preferences, goals, and risk tolerance. The product set is supplemented by the Sustainable Opportunities Balanced Fund and Sustainable Opportunities Growth Fund, which target clients seeking ethically-aligned investments in companies making a positive contribution. On the technology side, the My Quilter Cheviot adviser portal provides financial advisers with improved reports, client search functionality, and aggregated portfolio views — conventional intermediary tooling rather than a distinct platform architecture. Content distribution includes Weekly Comment and Fund Buyer podcasts, the CharitEpulse publication for the charity sector, regular market insights, webinars, and newsletters.

Quilter Cheviot monetises through fee-based discretionary portfolio management, distributed via a direct advisory model and an adviser referral channel across four customer segments. The high minimum investment (over £250,000) anchors the firm in the HNW bracket, with no pricing structure publicly disclosed beyond that threshold. The firm relies on brand heritage, personalised service, and intermediary relationships as its primary commercial moat, and operates under FCA authorisation with multi-jurisdictional presence in Jersey, Dubai, and continental Europe. No direct Quilter Cheviot revenue or AUM figures are disclosed in the available sources; an unrelated data source referencing an Indian-listed "Cheviot Company" with INR-denominated financials has been excluded as a non-matching entity.

Cheviot firmographics

Firmographics

Name: Cheviot
Legal name: Cheviot Company
Website: https://cheviot.co.uk
Company type: Private
Founded year: 1911
Operating status: Operating
Short description: Quilter Cheviot is a London-headquartered UK wealth manager offering discretionary portfolio management to high-net-worth private clients, financial advisers, charities, and trustees across the UK, Jersey, Dubai, and Europe, with a £250,000 minimum for its core Discretionary Portfolio Service.
Ownership category
akta.pro rank

Where Cheviot is headquartered

Location

Headquarters

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

Offices1 record

Markets served

Cheviot business model

Business model

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

Distribution channels1 record

Marketing channels5 records

Cheviot product offering

Product offering

Core offering

Cheviot (Quilter Cheviot) provides bespoke discretionary investment management services to private clients, financial advisers, charities, and professional trustees. Its core offering is the Discretionary Portfolio Service (DPS) for individuals investing more than £250,000, supplemented by the Sustainable Opportunities Balanced and Growth funds for ethical investing, and a digital adviser portal for financial advisers.

Product overview

Quilter Cheviot is a wealth management company offering a platform of bespoke investment management services. The core offering centers on the Discretionary Portfolio Service (DPS) for high-net-worth individuals with £250,000+, supplemented by the Sustainable Opportunities Funds (Balanced and Growth variants) for clients seeking ethically-aligned investments. The My Quilter Cheviot adviser portal provides advisers with client management tools including reporting and portfolio aggregation.

Differentiator

Problem solved

Functional benefit

Products and services

Discretionary Portfolio Service (DPS) A discretionary portfolio management service for individuals wishing to invest more than £250,000, where the firm manages investments on behalf of clients based on their preferences, goals, and risk profile.
Sustainable Opportunities Funds A fund range (Balanced and Growth variants) that invests in companies making a positive contribution to the world, with a strong underpinning of ethical values, designed for clients seeking responsible and sustainable investment options.
My Quilter Cheviot Adviser Portal A dedicated digital portal for financial advisers providing improved reports, client search functionality, and aggregated portfolio views to support client portfolio management.

Companies that use Cheviot

Customer profile

Segments4 records

Ideal customer profiles4 records

Cheviot technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Cheviot partnerships and signals

Strategic signal

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Cheviot competitors and assessment

Company assessment

Direct peers

Brooks Macdonald: UK-listed discretionary wealth manager serving HNW private clients, intermediaries, and trusts with bespoke portfolios — closely comparable in service offering, client mix, and HNW minimums to Quilter Cheviot.
Cazenove (Schroders Wealth Management): UK wealth management division of Schroders serving HNW private clients, family offices, and charities with bespoke discretionary portfolios — comparable in target segments and discretionary service model.
Rathbones Group: One of the UK's largest discretionary wealth managers, serving private clients, charities, and trustees with bespoke portfolio management — directly comparable in target segments, service model, and channel mix to Quilter Cheviot.
Evelyn Partners: UK wealth manager and professional services firm (formerly Smith & Williamson) offering bespoke investment management to HNW individuals, families, charities, and trustees. Closely comparable segments and discretionary proposition.
Killik & Co: Long-established London-based wealth manager offering bespoke discretionary portfolio management to HNW private clients — directly comparable in proposition, HNW focus, and heritage-based positioning.
Investec Wealth & Investment: Discretionary wealth manager serving HNW clients across the UK, Jersey, and other jurisdictions — comparable in target segments, bespoke proposition, and multi-jurisdictional footprint, particularly relevant given Quilter Cheviot's UK/Jersey/Dubai presence.
Coutts: Iconic UK private bank serving HNW and UHNW clients with bespoke discretionary portfolio management and wealth structuring — directly comparable in target client and service model, with similar heritage positioning.
Brewin Dolphin (RBC Wealth Management UK): UK discretionary wealth manager serving HNW individuals, intermediaries, charities, and trustees, now part of RBC. Highly comparable client mix, proposition, and intermediary channel focus to Quilter Cheviot.

Broad incumbents

St. James's Place: The largest UK wealth manager by AUM, distributing through a national adviser network serving HNW and mass-affluent clients. Comparable in target market and bespoke proposition, but materially larger scale and a different distribution model.

Emerging players

WHIreland: Smaller UK wealth and investment management firm with a discretionary proposition for HNW and professional clients — partial overlap with Quilter Cheviot in service type and target client, but materially smaller scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Cheviot financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Cheviot leadership team

Management profile

Number of profiles

Cheviot funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Cheviot M&A and investment

M&A and investment

M&A

Investments1 record

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

Frequently asked questions about Cheviot

What does Cheviot do?

Is Cheviot a public or private company?

Cheviot is a private company. It is classified as corporate owned and is currently operating.

When was Cheviot founded?

Cheviot was founded in 1911.

Where is Cheviot based?

Cheviot is headquartered in London, United Kingdom, in the Europe region.

Who are Cheviot's main competitors?

Direct peers on record are Brooks Macdonald, Cazenove (Schroders Wealth Management), Rathbones Group, Evelyn Partners, Killik & Co, Investec Wealth & Investment, Coutts and Brewin Dolphin (RBC Wealth Management UK). St. James's Place is listed as a broad incumbent. WHIreland is listed as an emerging player.

Does Cheviot have an API?

No public API is recorded for Cheviot.