"Our business revolves around our three core values of independence, personal service and building and preserving wealth." Sir George Mathewson, Chairman

Independent Partnership

Cheviot is structured as an independent partnership. This gives us complete freedom to build portfolios tailored to the individual needs of each client.

We choose from among the best and most suitable investments from anywhere in the world to meet a client’s objective, whether their priority is growth or capital preservation.

Cheviot is wholly owned by its directors and staff, so our clients deal with the firm’s owners and decision-makers.

Personal Service

Cheviot has a simple philosophy: each client has unique requirements and deserves a genuinely personal service. As a client, you are given your own personal portfolio manager who is ultimately responsible for decisions taken on your portfolio, and can be contacted at all times.

Each portfolio manager is supported by a dedicated team, to provide clients with continuity and detailed attention to administration. Our emphasis on personalisation includes flexibility to handle out of the ordinary requests, and skills to deal in the broadest range of investments.

As a client of Cheviot, you will always be treated as an individual.

Building and Preserving Wealth

Investment performance is critical in developing long-lasting relationships with clients. To ensure we achieve this, Cheviot’s investment process is structured to build and preserve wealth over the long term.

Your portfolio manager will work with you to define your needs and expectations. He or she will discuss how you wish to balance risk against security and control against delegation, giving you the right combination of enjoyment today, and investment for the future. Our approach means that your investment portfolio will reflect that balance.

We believe optimal long-term returns are best achieved by investing across a variety of asset classes which, in turn, reduces risk.