Investment management firm, Quilter Cheviot held their 250-year anniversary party in the late September sunshine at the Rifles Museum in Salisbury. As well as the 250 year landmark they were also celebrating their belated 10 year anniversary of opening their office in Salisbury.

The event was well attended by clients and local intermediaries hearing a fascinating talk from Adrian Green the Director of the Salisbury Museum on key moments in Salisbury’s history over the past 250 years. Everyone commented on how good it was to be able to attend an in-person event after such a long time.

Tom Almond, Head of the Salisbury Office commented, “It was great to celebrate these significant milestones, and thank clients and intermediaries for their loyal support over the past 10 years. Our success is testament to the personal service we are able to deliver locally to our clients. Despite all the advances in technology clients still value being able to have a face-to-face relationship with their local investment manager.”

Salisbury Journal: Tom Almond, Head of the Salisbury Office, makes his speechTom Almond, Head of the Salisbury Office, makes his speech

Quilter Cheviot has a heritage that dates back to 1771. As one of the UK’s largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. They are focused on helping their clients invest for a lifetime of opportunities and challenges. Quilter Cheviot also provides bespoke investment management for trusts, charities, and pension funds. They are trusted by over 36,000 clients to manage £27 billion of assets under management (as at 30 June 2021).

Whilst retaining a strong sense of its history and collective history, Quilter Cheviot has always been forward looking. Their research team has 24 dedicated full-time analysts, who conducted 37,000 hours of research last year on behalf of their clients. That allows them to deliver a robust, repeatable investment solution to their clients, with consistently strong performance at a very competitive cost.

There is a range of investment options, starting from £25,000. Please feel free to contact the Salisbury office if you are interested in finding out more about Quilter Cheviot and how they might be able to help you.

Salisbury Journal:

Quilter Cheviot is part of Quilter plc. Quilter plc oversees £126.6 billion in customer investments (as at 30 June 2021). Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow. It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions and discretionary fund management.