One of the UK’s largest discretionary investment management firms, with 36,000 clients & £25.3bn (as at 31 December 2020).
One of the UK’s largest discretionary investment management firms, with 36,000 clients & £25.3bn (as at 31 December 2020).
Quilter Cheviot Cumbria Office is one of the UK's largest discretionary investment management firms, managing £25.3 billion for 36,000 clients. The firm provides comprehensive financial planning services focused on wealth preservation and growth for high-net-worth individuals and business owners, particularly across the North West. Natural referral partners include accountants, tax planners, estate planning lawyers and business advisors. Clients of these professionals often benefit from discretionary investment management to complement their overall financial strategy. The timing for a referral makes sense when a client has reached a level of wealth requiring professional investment oversight, or when an individual or business owner seeks integrated financial planning that extends beyond basic accounting into long-term wealth strategy and preservation.