Quilter Cheviot - Our history
Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
As one of the UK’s largest discretionary investment management firms, Quilter Cheviot manage bespoke portfolios that are tailored to you and your clients individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
Throughout our history our standards and values have remained consistent. Our impartial approach underpinned by our high standards of personal service, our drive to build and preserve the wealth of our clients as well as our belief in the importance of a robust investment process have remained unchanged. It is this ability to continually adapt and evolve that has kept us at the forefront of the sector for over 240 years.
David Miller
Investment Director, Quilter Cheviot
David is an award-winning fund manager who has been immersed in financial markets since 1980, as a stockbroker, fund manager at Flemings, then a managing director at JP Morgan and Royal Bank of Canada before joining the Cheviot partnership in 2007.
David has 30 years' experience in the industry. He has membership of a range of committees including asset allocation and stock selection. He writes the weekly 'Diary of a Fund Manager' which currently has readers in 25 countries and a distribution list of over 20,000 per week. David is asked regularly for financial commentary in the press, on TV and radio, and is regularly asked to pass on his knowledge at conferences. He also contributes to London Business School, Warwick University and Open University seminars. He is a Chartered Fellow of the Institute for Securities & Investment.
Nick Davis
Investment Director, Quilter Cheviot
Nick began his career managing money for individuals at Kleinwort Benson, moving in 1999 to Credit Suisse Private Bank. In 2005, he began a period advising institutional clients, specialising in charities at CCLA and pension funds at PSolve, before returning to managing portfolios for individuals, pensions, trusts and charities at Williams de Broe. Nick joined the company in 2012 and is a member of the Charities Asset Allocation Committee and the International Stock Selection Committee. Nick is a holder of the Investment Advice Diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investment
Karl Williamson
Investment Director, Quilter Cheviot
Karl started his career in Amsterdam with market maker Mako Global Derivatives before moving back to London to make markets in various equity and fixed income products. In 2008 he joined Cheviot, now Quilter Cheviot, where he manages portfolios on behalf of individuals, trusts and charities. He is also the co-manager on three UCITS Funds.Karl graduated from the London School of Economics and Political Science with a first class degree in Economies and he is a Chartered Financial Analyst (CFA) charter holder. He is a Chartered Fellow of the Chartered Institute of Securities and Investment.