Quilter Cheviot

Gold
Quilter Cheviot

Quilter Cheviot – Head office
Senator House
London, EC4V 4AB
United Kingdom  

Investing For Generations.

Quilter Cheviot, part of Quilter plc, is one of the UK’s largest discretionary investment firms and can trace its heritage to 1771.

Quilter Cheviot Limited has 12 offices across the UK, Jersey and in the Dubai International Financial Centre and a wholly-owned subsidiary in Ireland: Quilter Cheviot Europe Limited.

The firm has total funds under management of £25.3bn (as at 31 December 2020). Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.

Using an impartial approach, our experienced team of investment managers ensure your portfolio is tailored around you, by selecting investments that are most appropriate to your needs such as growth, income, or capital reservation.

Quilter Cheviot works closely alongside Quilter Private Client Advisers which prides itself on service and aims to be recognised as one of the very best advisory businesses in the industry.

Quilter Private Client Advisers is here to help secure the financial future of you and your family by supporting you with trusted advice every step of the way.

They believe in personal service and have advisers and offices across the UK to ensure this personal service is delivered in practice on a private client or business basis.

To build your plan for financial security you need high-quality advice and access to the expertise, tools and products that are essential if you are to achieve your aims.

Read more about our partnership with the BAPD here.

David Rothburn

Executive Director, Chartered Investment
Manager, Quilter Cheviot Investment
Management

t: 0161 832 9979
m: 07808 399598
e: david.rothburn@quiltercheviot.com

David has over a quarter of a century experience managing portfolios at Quilter Cheviot for Private Clients, Charities and Trusts, and acts for a number of medical professionals. David is a fellow of the Chartered Institute for Securities and Investment. David has a personal interest in the Dentistry sector as his two daughters have qualified as Dental Surgeons from Bristol University(2017) and Cardiff University(2019). David likes to make the somewhat mysterious and complicated world of Investment more easily understood by non-financial professionals, and works with his Financial Planning colleagues to provide realistic and secure investment outcomes for the medium and longer term.

Simon Funge

Executive Director, Head of Office,
Quilter Cheviot Investment
Management

t: 0161 832 9979
m: 07766 071005
e: simon.funge@quiltercheviot.com

Simon has over 30 years of experience in the advice and Investment Management profession, working with IFA and Private Banks focused on meeting the needs of clients. He has held senior roles with Lloyds Private Bank, Natwest IFA and more latterly Head of Financial Planning at Wesleyan so understands the challenges of delivering quality financial advice to the Dental sector.

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