Global Growth Quilter Cheviot is expanding across Europe and international markets under new leadership, signaling a push to serve more regions and clients. The collaboration with KKR to access private markets opens cross-border opportunities to offer diversified portfolios to private clients, charities, trusts and pension funds.

ESG Differentiator The firm holds the FCA Sustainability Focused label, positioning it as an ESG-forward option for institutional intermediaries and high-net-worth clients, enabling targeted conversations on responsible investing and ESG reporting.

Income Solutions The Tailored Income Service and the new support for high-net-worth divorcees signal a growth vector in decumulation and income planning, presenting opportunities to upsell income-focused portfolios, withdrawal strategies, and bespoke reporting to advisers.

Private Markets Active private markets initiatives through a KKR partnership and collaborative engagements with corporate finance groups create a pathway to offer private assets to client portfolios, appealing to charities, trusts, pension funds, and professional intermediaries seeking diversification.

Tech & Data A modern tech stack including Power BI, FactSet, QlikView and Optimizely supports sophisticated analytics, reporting, and client portals, enabling scalable, data driven pitches and white-labeled dashboards for advisers and clients.