What Does Quilter Cheviot Do?

Total employees643
HeadquartersLondon
Founded

Quilter Cheviot Ltd is a distinguished investment management firm in the UK, with a heritage dating back to 1771. They specialize in providing discretionary investment portfolios and financial planning services to private clients, charities, trusts, and pension funds. The firm emphasizes building long-term relationships and delivering tailored wealth management solutions, supported by a network of offices across the UK, Ireland, and Jersey.

Where Is Quilter Cheviot's Headquarters?

HQ Function

The London headquarters serves as the primary centre for strategic leadership, core investment management operations, client services, risk management, and corporate governance for the firm.

Notable Features:

Situated in a modern office building within the City of London, offering proximity to key financial institutions and excellent transport links. The interior is designed to support collaborative work and client engagement.

Work Culture:

The work culture at Quilter Cheviot's headquarters is professional, client-centric, and emphasizes expertise and integrity. It fosters a collaborative environment aimed at delivering high-quality investment management and financial advice.

HQ Significance:

The London HQ is pivotal for Quilter Cheviot's operations, housing its key decision-makers and specialist teams. Its location in a global financial hub underscores its standing in the investment management industry.

Values Reflected in HQ: The headquarters' location and design reflect Quilter Cheviot's values of professionalism, stability, client focus, and a commitment to excellence in the financial services sector.

Location:

Quilter Cheviot Ltd primarily operates in the United Kingdom and Ireland, with a strategic office in Jersey catering to international clients. While its physical office presence is concentrated in these regions, it serves a diverse client base with international interests. Functions supported include cross-border investment management, international wealth structuring advice (often in conjunction with specialists), and ensuring compliance with relevant global financial regulations. As part of Quilter plc, it benefits from the broader group's resources and international perspective.

Street Address:

Senator House, 85 Queen Victoria Street

City:

London

State/Province:

England

Country:

United Kingdom

Where Else Does Quilter Cheviot Operate Around the World?

Dublin, Ireland

Address: Hambleden House, 19-26 Lower Pembroke Street, Dublin 2, D02 WV96, Ireland

Serves as a key hub for EU clients, ensuring continued access to Quilter Cheviot's expertise and facilitating relationships within the European market, particularly important post-Brexit.

Manchester, England, United Kingdom

Address: The KRO Building, 62-70 King Street, Manchester, M2 4PD, United Kingdom

Strengthens the company's presence in a key UK economic region, offering localized expertise and relationship management to private clients, intermediaries, and institutions.

Edinburgh, Scotland, United Kingdom

Address: One Lochrin Square, 92 Fountainbridge, Edinburgh, EH3 9QA, United Kingdom

Caters to the distinct financial landscape and client base in Scotland, ensuring personalized service and access to Quilter Cheviot's national and international investment capabilities.

Buying Intent Signals for Quilter Cheviot

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Quilter Cheviot? Meet the Executive Team

As of April 2025, Quilter Cheviot' leadership includes:

Andy McGlone - Chief Executive Officer
Dean Proctor - Chief Financial Officer
Caroline Simmons - Chief Investment Officer, UK
Steve Risby - Chief Operating Officer
Nick Holmes - Managing Director, Investment Management
David Butler - Head of Proposition & Distribution

Who's Investing in Quilter Cheviot?

Quilter Cheviot has been backed by several prominent investors over the years, including:

Quilter Cheviot Ltd is a wholly-owned subsidiary of Quilter plc.

What Leadership Changes Has Quilter Cheviot Seen Recently?

Hire1
Exits1

Quilter Cheviot has experienced some key leadership adjustments and strategic appointments over the past year. This includes a change in the Chief Risk Officer role and additions to senior leadership to enhance regional capabilities and specialist financial planning services.

Departures

Matt Sullivan, Matt Sullivan departed from his role as Chief Risk Officer at the end of 2023.

New Appointments:

Andrew Fahy, Andrew Fahy was appointed to lead and develop Quilter Cheviot's financial planning proposition in Ireland.

What Technology (Tech Stack) Is Used byQuilter Cheviot?

Discover the tools Quilter Cheviot uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Quilter Cheviot Email Formats and Examples

Quilter Cheviot Ltd, as part of the Quilter plc group, typically uses a standard professional email format. The most common structure is combining the employee's first name and last name, separated by a dot, followed by the company domain.

firstname.lastname@quiltercheviot.com

Format

jane.doe@quiltercheviot.com

Example

90%

Success rate

What's the Latest News About Quilter Cheviot?

International AdviserMarch 7, 2024

Quilter Cheviot bolsters Birmingham team with investment manager hire

Quilter Cheviot announced the appointment of Ryan Laskey as an investment manager in its Birmingham office. Laskey joined from Investec Wealth & Investment, bringing over seven years of experience to the role....more

Citywire Wealth ManagerJanuary 24, 2024

Quilter Cheviot chief risk officer exits

Matt Sullivan, chief risk officer (CRO) at Quilter Cheviot, left the discretionary fund manager at the end of 2023. He had served as CRO since June 2021....more

Citywire Wealth ManagerOctober 17, 2023

Quilter Cheviot poaches Brewin Dolphin vet for Dublin financial planning launch

Quilter Cheviot hired Brewin Dolphin veteran Andrew Fahy as head of financial planning for its Dublin office. Fahy is tasked with developing the firm’s financial planning services in Ireland....more

Quilter plcMarch 6, 2024

Quilter plc Full Year Results 2023

Quilter plc, the parent company of Quilter Cheviot, announced its full year results for 2023. The report detailed overall group performance, including Assets under Management and Administration (AuMA) reaching £106.7 billion, and highlighted the contributions of its various business segments like Quilter Cheviot....more

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