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QUILTER CHEVIOT WEALTH MANAGEMENT, OR LACK OF?

Fatinvestor · 2022-05-20 09:58:47

Some of my friends in the London area have become disillusioned with how their investments are doing over the past 7 or 8 months with the wealth management firm, Quilter Cheviot. In relative terms they seem to be underperforming for investors. My friends generally fall into a medium risk category, I am trying to see if any…

Comments

Because_I_Can Posts: 52 Forumite

26 May 2022 at 4:10PM

dunstonh said:

I was previously with Quilter and had an FA/DFM arrangement (see my previous posts).
I imagine the OP doesn’t have an MPS investment arrangement but a bespoke portfolio put together by their Quilter Investment Manager based on their risk profile and financial objectives.
Was yours Quilter or Quilter Cheviot?

Quilter Cheviot

1