Quilter Cheviot
TWO of the UK’s leading asset management firms have combined to create a new brand in the investment management sector with a major presence in the North West and offices across the UK. Waterfront spoke to the company’s executive director Simon Walker about the merger.
with more than £14.2bn of assets under management. Te company has some 176 investment managers based at 13 locations across the UK, including in Manchester, Liverpool, North Wales, Birmingham and Jersey. It also has a strong presence in Ireland, Scotland and the South West of England alongside its head offices in London. Te new business will focus on the structure and management of bespoke portfolios for private clients, professional intermediaries, charities, trusts and pension funds through its Defaqto five-star rated Discretionary Portfolio Service. In the North West, the merger sees the
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creation of a 40-strong team with offices in Manchester, Liverpool and North Wales and some £1.2bn of assets under management. Te company’s Midlands offices – in Leicester and Birmingham – will have £1.74bn of assets under management. Te company believes its independent
ownership structure means it is able to offer non-conflicted advice to clients and that it is properly free to take a personal and bespoke approach to investment solutions on behalf of clients.
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he newly formed Quilter Cheviot is one of the largest independently owned providers of bespoke investment management services,
Simon Walker, Quilter Cheviot Executive Director in Liverpool, said: “Cheviot and Quilter are complementary businesses. We share a common investment philosophy and approach to the way we work with clients. Our scale, breadth and depth of expertise and experience make for a compelling proposition when we talk to potential clients and IFA partners, while our extensive regional footprint enables us to build professional intermediary and private client relationships right across the country. “Because we are an independent business there is no pressure on our advisers from head office to offer or sell particular investment products which may not, in fact, be suitable to the individual. Tis is in contrast to some of the larger corporate investment management companies and banks where targets on particular off-the-shelf products have to be met. “We therefore combine a traditional approach
to relationship management – one that is personal and bespoke – with an innovative and contemporary approach to fund and investment management. “We believe in investment advice which takes into account people’s real circumstances. We also believe in helping our clients anticipate future financial events so they can prepare for and manage them. Issues such as university fees, retirement and potential long-term care costs are critical for people at a certain stage of
life and we’re very conscious that investment strategies must take these into account.”
David Rothburn, Quilter Cheviot Executive Director in Manchester, said: “Our growth plans for Manchester and the wider North West region are very ambitious. We are already experiencing fast organic growth because our investment record is such an attractive proposition for staff and clients. Te merger enables us to build on some very solid foundations and to bring the best performing aspects of both businesses together and to capitalise upon significant additional resource.”
For more information, visit,
www.quiltercheviot.com or call 0151 243 2160
Quilter Cheviot Investment Management 5 St Paul’s Square, Liverpool, L3 9SJ
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