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Quilter Cheviot

  • Wealth Manager
  • Investment Manager

At Quilter Cheviot we have a long history of working with charitable and not for profit organisations. As one of the UK's leading charity managers, we provide investment services to over 650 organisations. Many charities and trustees find accessing investments can be overly onerous. We pride ourselves on our flexible approach in dealing with the challenges and dilemmas that come with this responsibility. In addition, we can offer charities a bespoke service by constructing portfolios specifi

  • Based: UK wide
  • Founded: 1771

About Quilter Cheviot

At Quilter Cheviot we have a long history of working with charitable and not for profit organisations.

As one of the UK's leading charity managers, we provide investment services to over 650 organisations.

Many charities and trustees find accessing investments can be overly onerous. We pride ourselves on our flexible approach in dealing with the challenges and dilemmas that come with this responsibility.

In addition, we can offer charities a bespoke service by constructing portfolios specifically run-in line with their investment policy.

At Quilter Cheviot we understand that every charity’s situation is unique. Our Investment Managers have a wealth of experience working with charities with a wide range of mandates and understand the specific challenges and opportunities faced by the sector.

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

£100k

Minimum investment

  • Charity clients184
  • Total assets£180m
  • Advisory
  • Discretionary
  • Execution Only

Segregated mandate

£1m

Minimum investment

  • Charity clients654
  • Total assets£2bn
  • Advisory
  • Discretionary
  • Execution Only

Insights from Quilter Cheviot

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Get in touch with Quilter Cheviot

Send a direct enquiry to Quilter Cheviot. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

Your enquiry and contact details will be shared with Quilter Cheviot.