Quilter Cheviot is one of Ireland’s largest discretionary investment management firms offering bespoke portfolio management for charities and private clients.
Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients (across Ireland, UK and Jersey) and designs portfolios which are tailored specifically to their requirements and risk profile.
Transparency and trust are at the very heart of everything we do for our clients. We assist charities and their trustees in many additional aspects of their organisation through our educational program.
Increasingly we have helped organisations review their investment or ethical policies to ensure these are appropriate for the charity.
Our experience has been built up over many years of working with clients as well as applying best practice from other jurisdictions.
We have developed a number of knowledge guides to support charities undertaking these reviews.
Eoin McBennett, Investment Manager