Billion pound milestone for Quilter Cheviot Liverpool and North Wales

The Liverpool and North Wales offices of investment management firm Quilter Cheviot, part of Old Mutual Wealth, have continued to report strong growth and have recently passed a combined landmark of £1bn of client funds under management (as at 30 June 2016).

The Liverpool and North Wales offices, which operate from St Paul’s Square and Conwy Business Centre respectively, manage assets on behalf of private clients, trusts and intermediaries. The 25 strong team includes 12 qualified investment managers.

The offices continue to pursue an organic growth strategy, with a business development approach focused on building its presence in both the private client and intermediary markets. Quilter Cheviot’s strong position in the charity investment management market and specialist expertise in Tier 1 Visa and Court of Protection work have too aided growth. The firm  has also concentrated on employee development, harnessing raw talent and evolving it into fully-fledged investment expertise, through an ongoing apprenticeship programme.

Head of the Liverpool Office, Simon Walker says:

“Our success is a combination of good people, investment performance and high quality service delivery. We are able to support our clients with a team of expert investment managers who possess 200 years of collective experience between them. Our reputation for high-quality service delivery, as reflected in the industry awards Quilter Cheviot continues to win including the Defaqto 5 Star Award for DPS, MPS and MPS on Platforms 2016, has helped us to forge new client relationships across our target markets. At the same time, we remain as focused as ever on nurturing the long-standing client relationships we have built up over the years.”

Quilter Cheviot focuses primarily on structuring and managing discretionary portfolios and funds for private clients, charities, trusts, pension funds and intermediaries.

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