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Quilter Cheviot: Best Brand Launch


Last June saw the successful merger of Quilter & Co Limited and Cheviot Asset Management Limited to become Quilter Cheviot Limited. In so doing, it has become of the largest independently owned bespoke investment management firms with GBP15.5bn of funds under management and over 160 investment managers based across the UK, Jersey and Ireland.

The merger was very much a natural fit given that both had similar investment processes, both were independently owned and had investment managers who also function as relationship managers. “These similarities have made it easy for us to work as one company,” says CEO Martin Baines.
This synergy has helped bring a number of benefits to Quilter Cheviot’s clients such as:

  • Access to an investment process and research capability that has combined the best from both former firms
  • Improved reporting and client communications
  • An unbiased approach to investments as one of the UK's largest independently owned discretionary investment firms 
  • Access to services across 13 offices in the UK, Dublin and Jersey.

Asked whether the success of this merger can be borne out by an increase in firm-wide FuM, Baines responds: “Yes, we have seen net organic growth of over 10 per cent in our first year of trading – this is nearly double that of our major competitors. Quilter Cheviot is rapidly growing its funds under management and continues to strengthen its links with financial advisers, private clients and charitable trusts.”
Critical to the ongoing success of Quilter Cheviot is the pursuit of a common investment philosophy. The firm is a strong advocate of active investment management both in terms of strategic asset allocation and security selection and guards against building a permanent bias to any single investment style.
At the strategic level, Baines explains that Quilter Cheviot’s portfolios are “centred on the long-term returns expected from asset classes, enhanced by exploiting market inefficiencies. We also make active, shorter-term, tactical asset allocation decisions.”
Exposure to all asset classes is achieved by being structure-agnostic. A full range of ETFs, OEICs, investment trusts, structured notes or other alternatives (i.e. hedge funds, private equity, commodities, infrastructure) are used based on the prevailing market conditions, the asset class in question and the profile of the underlying client. This is one of the benefits of being an independent asset manager.
“The investment professionals on our teams have worked together for many years and bring a variety of strengths to our collective investment process. We believe that this differentiates us from many of our competitors who adopt a centralised investment model, drawing on a limited number of opinions and views to create their investment strategies,” adds Baines.
Indeed, the firm’s dedicated research team supplements its internal research process through meetings with management teams. This helps maintain awareness both at the individual company level and industry-wide level. “We believe this combination of innovative, independent thinking backed up by a well-resourced and structured research process has helped us to maintain a strong track record of providing long term returns via our client portfolios,” says Baines, who, on winning the award this year concludes:
“We are delighted. It is always a risk to change your brand but I think it has made Quilter Cheviot stand out in the investment market. The award is a fantastic achievement and we are thrilled to have been recognised by Wealth Adviser.” 

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