September 23, 2017 2:05 AM ET

Capital Markets

Company Overview of Quilter Cheviot Limited

Company Overview

Quilter & Co. Limited is a privately owned investment manager. The firm provides its services to private clients, charities and trusts, pension funds, corporate bodies, and life companies. It manages separate client-focused equity, fixed, and balanced portfolios. The firm also manages mutual funds for its clients. It invests in the public equity and fixed income markets. The firm benchmarks the performance of its equity portfolios against FTSE-All Share Index, FTSE World ex-UK Index, and balanced portfolio against FTSE APCIMS Stock Market Balanced Index. It benchmarks its fixed income portfolios against FTSE Actuaries UK Gilt over 15 Years Index. The firm employs a combination of in-house an...

St Helen’s

1 Undershaft

London,  EC3A 8BB

United Kingdom

Phone:

44 2076 626 262

Fax:

44 2077 268 826

Key Executives for Quilter Cheviot Limited

Head of Investment Management and Member of Board of Directors
Chief Financial Officer
Executive Director and Head of Glasgow Branch
Head of Birmingham Branch
Compensation as of Fiscal Year 2017.

Quilter Cheviot Limited Key Developments

Quilter Cheviot Announces Executive Changes

Quilter Cheviot has appointed a new head of its Birmingham office. Director David Jupp takes over the reins from Sean Raftery who has been in the role for the past 12 years. Mr. Jupp was previously deputy head of the company's Midlands office, having joined Quilter Cheviot in 1999 from Capel Cure Sharp, previously Albert E Sharp. Mr. Raftery, who has been with Quilter Cheviot for 23 years, will remain with the company and return his attention to his client facing role.

Quilter Cheviot Appoints Lee Morris as an Investment Director in Jersey Office

Quilter Cheviot announced appointment Lee Morris as an Investment Director in its Jersey office. Lee is a chartered wealth manager with more than 15 years' experience within the investment banking and portfolio management sector. In his new role he will focus on the fixed interest markets as well as on international activities.

Quilter Cheviot Announces Earnings Results for the Year Ended 31 December 2016

Quilter Cheviot announced earnings results for the year ended 31 December 2016. Adjusted operating profit (AOP) was £46 million in 2016, a 35% surge from £34 million in 2015. Net client cash flow (NCCF) plummeted 20% to £0.8 billion from £1 billion in the last year, while funds under management increased 16% to £20.7 billion from £17.8 billion a year ago.

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