Partners

National reach, delivered by local experts

We believe investing has the power to help shape your charity’s future for the better. That’s why at Quilter Cheviot we’re here to help you build your future so you can keep changing the world. With over 100 years of combined experience, our team is dedicated to managing charity investments. We take pride in being the trusted partner of over 650 charities across the UK and Ireland, providing exceptional investment management services.

The ethos of our business is built on the premise that ‘the people you meet are the people managing your money’. This is a safeguard against any disconnect between the discussion we have with clients and the implementation of the charity’s investment strategy. With offices across many regions, we offer easy access to our personalised investment service wherever your charity is based.

We go beyond simply investing your assets; we invest in you as trustees. From day one, we provide comprehensive support to keep trustees informed about the latest developments in the charity sector. Our offerings include:

• Ethical investment expertise and bespoke investment training we help organisations review their investment or ethical policies to ensure these are appropriate for the charity

• Specialist investment guides aligned with Charity Commission advice
• Educational roundtable programme addressing current sector issues
• trustEnews digital newsletter delivering expert insights and industry news
• Charity Chats bitesize videos offering concise debates on hot topics
• Bi-annual reviews covering pivotal charity matters
• Charity Week an annual four-part webinar series featuring expert panel discussions on key sector themes

We offer a Discretionary Portfolio Service as well as a Charity Authorised Investment Fund – The Quilter Cheviot Global Income and Growth Fund for Charities (for UK charities). 

“In addition to their technical expertise, the efficient administration and personal attention, Quilter Cheviot keeps us well informed, ensuring that we are able to fulfil our responsibility to the charity.” 

- Alzheimer’s Research UK

Capital at risk.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.