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Quilter Cheviot launches discretionary managed AIM strategy


Quilter Cheviot, part of Old Mutual Wealth, has launched a discretionary managed Alternative Investment Market (AIM) strategy for UK-based high net worth investors.

The firm writes that their AIM strategy will provide a professionally researched, managed portfolio of AIM-listed companies that qualify for Business Relief (previously known as Business Property Relief).

Quilter Cheviot’s equity research team, overseen by Alan McIntosh, chief investment strategist, will work alongside Dan Nickols, head of the UK mid and small cap equities team at Old Mutual Global Investors (OMGI), a team renowned for its experience in AIM investing. Investors using the service will gain access to a portfolio of AIM listed companies.

Andrew McGlone, managing director, London Investment Management at Quilter Cheviot says: “By investing in a portfolio of AIM-listed shares with Quilter Cheviot, we are able to offer clients the opportunity to invest in smaller businesses with potentially exciting growth prospects. By combining the proven research and analysis capabilities of Quilter Cheviot and OMGI, we are confident our new AIM strategy will meet client demand for a trusted investment management firm to offer this service.”

Alan McIntosh says: “Diversification is important in any investment strategy. With our AIM offering, we will seek to identify financially strong, growth orientated investment opportunities from an expanding market, adding another valuable element to how we manage our clients’ assets.”

The Quilter Cheviot AIM strategy service needs to be held for a minimum of two years in order for the assets within the portfolio to be able to qualify for Business Relief. The assets must be held at the time of death in order to qualify for relief from inheritance tax.

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