Quilter Cheviot Investment Management Company Celebrates 250 Years

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Investment management firm Quilter Cheviot hosted its 250th anniversary party in the late September sun at the Rifles Museum in Salisbury. In addition to 250 years of existence, they were also celebrating the late tenth anniversary of the opening of their office in Salisbury.

The event was well attended by clients and local intermediaries who heard a fascinating speech from Adrian Green, Director of the Salisbury Museum, on key moments in Salisbury’s history over the past 250 years. Everyone commented on how good it was to be able to attend an event in person after such a long time.

Tom Almond, Head of the Salisbury Office, said: “It was great to celebrate these milestones and to thank clients and intermediaries for their continued support over the past 10 years. Our success is a testament to the personalized service that we are able to provide locally to our customers. Despite all the advancements in technology, clients still appreciate being able to have a face-to-face relationship with their local investment manager. ”

Tom Almond, Salisbury Bureau Chief, delivers his speech

Quilter Cheviot has a heritage dating back to 1771. As one of the UK’s largest discretionary investment management firms, Quilter Cheviot has been managing tailor-made investment portfolios for individuals and families for generations. . They strive to help their clients invest for a lifetime of opportunities and challenges. Quilter Cheviot also offers bespoke investment management for trusts, charities, and pension funds. More than 36,000 clients trust them to manage £ 27 billion in assets under management (as of June 30, 2021).

While maintaining a strong sense of its history and its collective history, Quilter Cheviot has always looked to the future. Their research team consists of 24 dedicated full-time analysts, who performed 37,000 hours of research last year on behalf of their clients. This enables them to offer their clients a robust and reproducible investment solution, with consistently solid performance at a very competitive cost.

There are a range of investment options, starting at £ 25,000. Please feel free to contact the Salisbury office if you would like to learn more about Quilter Cheviot and how they could help you.

Salisbury Journal:

Quilter Cheviot is part of Quilter plc. Quilter plc oversees £ 126.6 billion in client investments (as of June 30, 2021). Quilter plc is a leading wealth management company in the UK and internationally, helping to create prosperity for present and future generations. It has an advisory and client offering covering: financial advice; investment platforms; multi-asset investment solutions and discretionary fund management.


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