AI Global Excellence Awards 2016

34 Acquisition International - Global Excellence Awards 2016 Tim Childe of Quilter Cheviot speaks to us about the firm and its strategy for success. s one of the UK’s largest discretionary investment management firms, Quilter Cheviot manages bespoke portfolios that are tailored to individual circumstance and objectives, based on its ever- growing understanding of its clients’ investment goals and aspirations. The aim is to preserve and grow our clients’ wealth. Tim Childe tells us more about the firm and where it is based. “The firm as a whole can trace its heritage back to 1771. We have offices in London and across the UK, as well as in Jersey, Dublin and a representative office in Dubai. “Each of our offices has a team of experienced investment managers who contribute to and utilise our core investment process, meaning that whichever office clients and intermediaries choose to work with, they can expect the same high levels of service and investment management.” Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries. Tim embellishes on the client base. “We have carved out a reputation, over many years, for providing investment management expertise as well as exceptional levels of customer service. The fact that we have so many long-standing relationships with our clients speaks for itself but we never rest on our laurels and are constantly seeking ways to enhance and improve what we do.” Tim continues to describe exactly what it is that sets the firm aside from the competition. “Beyond our longevity, which means we have been managing wealth for generations, there are a number of factors that we believe make us stand out from the crowd. Our services come highly recommended, due to our attention to detail and our core investment process, which benefits from both external and raw investment research led by our talented team of internal analysts. Company: Quilter Cheviot Name: Tim Childe Email: tim.childe@ quiltercheviot.com Web: www.quiltercheviot.com Address: PO Box 276, 4th Floor, 28/30 The Parade St Helier, Jersey Channel Islands, JE4 8TE Phone: +44 (0) 1534 506070 Exceptional Levels of Customer Service A 1702AI41 “We also place a great deal of importance upon building direct relationships with clients. Our ethos is one of personal service – demonstrated by longstanding relationships, often spanning generations. Clients can meet with us as and when they need to, leading to a strong sense of understanding and trust. “As part of FTSE 100 company, Old Mutual Wealth, we are a financially secure partner for our clients, with significant resources available to continuously develop the products and services we offer to them.” The business has a history of success, and Tim elaborates with examples of where the firm is innovating and succeeding. “We are now able to service a broader international client base. Last year, we opened a representative office in Dubai which I oversee as Quilter Cheviot’s Head of International and Head of Jersey Office. “For a number of years now we have been managing a substantial and growing international client base out of Jersey and our new Middle-East office is enabling us to capitalise on this with Dubai acting as a hub for profile-raising opportunities in the region.” The firm has an exceptionally skilled and experienced team in place. “The success of Quilter Cheviot is down to its people and we have some of the most talented in the market,” states Tim. “The longevity of our client relationships is matched by longevity of service in our teams. In the Jersey office, for instance, we have a number of people who have been with the firm for upwards of 20 years. We can offer consistency to our clients because our business culture encourages talented employees to stay with the firm.” Recently, the team was voted to receive an award in the Global Excellence Awards and Tim tells us exactly what this prestigious accolade means for the company and the team. “We strive to deliver excellence across the whole of our service offering and it is fantastic to be recognised by the industry for having achieved this aim. Awards demonstrate to clients that we are recognised in our marketplace for the service we provide. We are proud to have received multiple industry awards over the years and this latest accolade will further add to our credentials.” “At Quilter Cheviot, we will continue to deliver a personalised , investment management service to all our clients- both locally and abroad.”