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  • Sector Financial Services
  • Location London
  • Date acquired 2012
  • Transaction size Not disclosed
  • Exited 2014

Quilter Cheviot

Quilter Cheviot is a long established UK private wealth management group with over £14 billion of assets under management. Its clients include private individuals, charities and trusts, pension funds, corporate bodies and life companies.

The company provides bespoke discretionary investment management services and operates across a network of offices in the UK, Jersey and Ireland.

In November 2012 it agreed the complementary acquisition of independently owned discretionary investment firm, Cheviot Asset Management which brought an additional £4 billion of funds under management.

In 2014, Quilter Cheviot was acquired by Old Mutual plc in a transaction totalling £585 million. Under Bridgepoint ownership funds under management more than doubled.

To learn more about the company, click here.

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