Expansion momentum Quilter Cheviot is actively expanding its regional footprint with multiple new hires across the UK and Europe, signaling a growth trajectory and increased capacity to serve a broader client base.

Sales talent influx Recent hires in business development and investment roles, including former Rathbones executives, indicate a strategic push to deepen intermediary relationships and grow advisor channel penetration.

Ambitious client growth With portfolios managed for over 36,000 clients and a diversified client base including private clients, intermediaries, charities, trusts, and pension funds, there is significant cross-sell potential across savings, income generation, and legacy planning solutions.

Tech-enabled advisory Adoption of analytics and collaboration tools (Power BI, QlikView, Anaplan, GitHub, Teams) suggests readiness to leverage data-driven investment solutions and scalable client servicing for higher-touch advisor engagements.

Affiliation and credibility As part of Quilter PLC and regulated by the FCA, Quilter Cheviot's prestige and regulatory standing can be leveraged to win business from risk-averse institutions, charities, and professional intermediaries seeking robust investment management.