Embracing change while keeping our high standards the same
Since 1771, we've always adapted and evolved: whether it has been the changing industry landscape or the rising expectations of our clients, we have always innovated to lead the way. Yet, success during change takes something more than embracing it.
So, what's the secret to our longevity? We've always had and always will have, an unwavering commitment to ensuring our high standards and values remain consistent. Our clients have always received the same personalised service, a drive to build and preserve their wealth, and a robust investment process they can trust.
The historical milestones of Quilter Cheviot
Our origins
1771 - The earliest incarnation of Quilter Cheviot, William Morris and Sons, is formed. It is a partnership of 150 stockbrokers who created a club at Jonathan’s Coffee House.
1773 - The London Stock Exchange is born in a building in Sweetings Alley, with a dealing room on the ground floor and a coffee house above.
1869 - Quilter Balfour & Co is formed.
The 1900s
1981 - Quilter remains at the forefront of the industry and, after merging with many smaller partnerships, becomes Quilter Goodison & Co.
1986 - The ‘Big Bang’ abolishes out-of-date financial practices, opening the floodgates to international capital. Sir Nicholas Goodison is made senior partner and Chairman of The London Stock Exchange.
1988 - Commercial Union acquires Quilter Goodison & Co.
2000 – 2019
2001 - We launched our first Managed Portfolio Service (MPS).
2006 - Cheviot Asset Management enters the market.
2011 - We launched one of the first sustainable funds, called the Climate Assets Balanced Fund.
2013 - Cheviot Asset Management merges with Quilter.
2015 - Old Mutual Wealth acquires Quilter Cheviot Investment Management.
2016 - Old Mutual Wealth Private Clients is set up.
2018 - Old Mutual Wealth is rebranded to Quilter and is listed on the London and Johannesburg Stock Exchanges.
2018 - Old Mutual Wealth Private Clients rebranded as Quilter Private Client Advisers.
2019 - Quilter Cheviot Europe established and authorised.
2020 to today
2020 - We launched the Quilter Cheviot Global Income and Growth Fund for Charities (CAIF).
2020 - Quilter Private Client Advisers and Quilter Cheviot merge.
2021 - We launched the Positive Change Strategy combining ESG and sustainable investment approaches.
2021 - We launched the Managed Portfolio Service strategies using our handpicked Building Blocks funds.
2022 - We launched a Growth version of our sustainable Climate Assets Balanced Fund.
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