IFAs
"Our three tier service is designed to ensure that all clients can benefit from Cheviot’s investment expertise."
- Nick Lacey, Intermediary Manager
Libero Balanced Fund
Investment Symposium
Cheviot wins Best Performing Fund Award for second year running
Three Tier Service
Flexibility in today’s markets is essential.
Cheviot offers a full Discretionary Investment Management Service as well as Advisory and Execution services through either our own nominee or via platforms.
Whilst we are happy to accept single client remits from IFAs, Cheviot’s services are aimed at firms looking to appoint a discretionary manager to act as an ‘in house’ fund manager for their clients.
Our core service is a full, client facing, discretionary service for larger client portfolios. However, we are mindful that the approach of RDR means that IFA firms are looking for a consistent and repeatable investment strategy that can be applied to all client segments, regardless of portfolio size.
Cheviot has therefore developed a range of portfolio services all of which are based on the guideline portfolio strategies produced by our investment committee:
To read more about our Discretionary Management, Model Portfolios or Portfolio OEICS click on the tabs above.