IntermediariesIFAs

Maintaining and protecting your client relationship is rightly sacrosanct. We understand this and are happy working with you so that you manage your client relationship, enabling us to concentrate on what we do best, managing assets.

Whilst Cheviot’s core service is the provision of a truly bespoke discretionary portfolio service we are conscious that some clients might prefer a simpler portfolio style or have varying tax needs which might suit a different investment structure. We have therefore developed three mainstream portfolio services:

• Cheviot Discretionary Portfolios
• Cheviot Model Portfolios
• Portfolio OEICs

For more information about our services please click on our IFA Brochure or contact Mark Ewer or
Nick Lacey on 0207 845 6150.

Why use Cheviot?

• Working with an external investment manager will enhance your investment service, assist business growth and strengthen your existing client relationships

• Our broad range of investment expertise allows us to manage personalised portfolios specifically designed to meet the requirements of your clients while dealing with any out of the ordinary requests

• Our robust investment process ensures that we maintain consistency and repeatability across our client portfolios whilst still being able to tailor to individual clients needs

• Investment performance is a key measure of any successful investment process: our comparative peer group ARC report reflects our superior risk adjusted returns

• Ongoing stress testing of our investment strategies by a leading investment consultant, Redington Ltd, ensures a continuous and independent appraisal of our investment decisions