Due diligence for advisers

Quilter Cheviot’s UK Standard Due Diligence Report offers a comprehensive summary of our investment solutions, investment processes, risk management, and other important aspects of our firm.

Defaqto publish an annual DFM Satisfaction survey which asks advisers to measure their satisfaction levels with their preferred providers across a range of service categories. We also submit data to Defaqto for inclusion in their Engage review service. Full analysis and peer comparisons across a broad range of discretionary investment providers can be completed using the Defaqto Engage online tools.

Suggestus is a free information resource for the investing public, charities and professional wealth advisers. The platform provides a comprehensive directory of standardised investment manager due diligence reports which use question sets informed by ARC ‘s long history of evaluating investment providers on behalf of investors and their advisers.  

View all the information you need on our MPS strategies in one place, including long term and latest performance, model asset allocation and quartile performance against the ARC PCI peer group.

We are rated B+ by AKG for our ongoing financial resilience and ability to service your clients, amongst the highest of any major discretionary fund manager. AKG is an independent organisation specialising in the provision of assessment, ratings, information and consultancy to the financial services industry.

Quilter Cheviot subscribes to the performance monitoring service provided by ARC, an independent consultancy firm providing impartial performance comparators for the financial services industry.

Threesixty assess the adequacy of the controls and procedures Quilter Cheviot has established to mitigate the regulatory and business risks arising from the provision of its discretionary management service to intermediaries.

We have engaged external auditors to produce an Assurance Type I (AAF 01/06) report on our processes and internal controls. The auditor’s report is published on a three-year cycle and assesses the robustness of our processes and controls, allowing you to rest assured your clients’ assets are in safe hands.