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LIVE 24-SEVEN QUI LTER CHEVIOT BIRMINGHAM OFFICE’S 25TH ANNIVERSARY


It was with great pleasure and pride that we recently celebrated the Quilter Cheviot Birmingham office’s 25th anniversary. The city of Birmingham has grown significantly in the past 25 years, as has our relationship with clients and the wider financial community in Birmingham.


As we reflect back and celebrate our presence over the past quarter century, it has certainly been one of significant change. In 1993, we were known as Quilter Goodison, a stockbroker with a pedigree going back to 1771. Since then the company has evolved over a number of changes, most latterly merging with Cheviot Asset Management in 2013 to be become Quilter Cheviot.


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The Birmingham office has been a pioneer within Quilter Cheviot, and has been closely involved with a number of company-wide initiatives over the past five years. This includes Quilter Cheviot’s Dementia Initiative, which aims to raise awareness of the disease. We have a fully trained Dementia Champion in our office, who works to help people across the office who have clients with the condition, and who often gives presentations to external business partners on how they should interact with their clients who have the disease.


Today, Quilter Cheviot has a national network of offices, including Dublin, Jersey and a representative international office in Dubai, and manages £23.7bn of assets (as at 31 March 2019). We work closely with adviser firms, big and small, as well as accountants, solicitors and other professionals, to create financial solutions for a range of private individuals, families, corporates, charities and foundations. The Birmingham office opened in April 1994, and we continue to be the largest office outside of London, managing approximately 10% of the firm’s client assets.


While most people think of Birmingham as traditionally a manufacturing city, financial services also have strong routes here. 1845 saw the formation of the Birmingham Stock Exchange Association, and two of our current investment managers have had the honour of being Chairman.


As we look forward, I’m excited for what we will see in Birmingham and our future plans in the Birmingham office. We will be back this summer with our annual sponsorship of BBC Countryfile Live 2019 (held at Blenheim Palace from 1-4 August and Castle Howard, York from 15-18 August).


We will be working hard to raise awareness of some of our other initiatives at BBC Countryfile, such as our Rural Innovation Programme, which offers £30,000 worth of funding for individuals or businesses with an innovative idea to help tackle an issue facing rural communities.


As I look back on our 25 years in Birmingham, there are some very familiar faces in the office, testament to the longstanding service colleagues put in at Quilter Cheviot. I think this is representative of our emphasis on building relationships for our clients for the long term and our investment philosophy. From the original team of a handful of employees our office continues to grow with 49 members of staff to date.


Growth means change, but for us it also means continuity. I know our focus on providing compliant and dedicated bespoke investment management will continue to serve us well and ensure we keep performing for generations to come.


Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results.


Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.


For more information please contact David Jupp, Head of Office, on +44 (0)121 212 2120 or visit www.quiltercheviot.com


LIVE24-SEVEN.COM


BUSINE SS QUI LT ER CHE VIOT


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