Investment firm Quilter Cheviot’s Liverpool and Conwy offices announce £1bn milestone

The Merseyside and North Wales offices of Quilter Cheviot, the investment management firm, have hit a new 10-figure milestone.

The offices, located at St Paul’s Square in Liverpool and Conwy Business Centre, have revealed that they now boast a combined £1bn in client funds under management

Quilter Cheviot’s 25-strong team across the two sites includes 12 qualified investment managers.

Having achieved the milestone, both offices will continue to pursue an organic growth strategy to build the brand’s presence in both the private client and intermediary markets.

The company has also attributed part of the growth to its “strong position” in the charity investment management market, as well as its Tier 1 Visa and Court of Protection work

The head of Quilter Cheviot’s Liverpool base, Simon Walker, said: “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.”

He added: “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, which forms part of investment company Old Mutual Wealth, focuses on structuring and managing discretionary portfolios and funds for private clients, pension funds, intermediaries, charities and trusts.

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