WORKING WITH PROFESSIONAL INTERMEDIARIES

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2 QUILTER CHEVIOT Quilter Cheviot has a heritage that can be traced back to We are one of the UK s largest discretionary investment management firms, focusing on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds. With offices in London and across the UK, as well as Jersey and Dublin, we are able to meet with you and your client in a location that is convenient for you. Our investment managers focus on building long-term relationships with professional intermediaries and their clients, established on a foundation of exemplary personal service and investment expertise. We have developed an investment service that provides for clients with as little as 1,000 to invest. Our three tiered investment service is made up of a range portfolios that are based on the guidelines of our centralised investment team. QUILTER CHEVIOT CORPORATE HEADQUARTERS 02

3 WORKING WITH YOU We are experienced in providing investment management services and managing portfolios in conjunction with and on behalf of professional intermediaries to a wide range of clients. The areas we cover include: Bespoke portfolio management for individuals - We can offer a bespoke investment management service based on individual client requirements and objectives. Investment managers will actively manage portfolios, taking care of any investment decisions and adopting an active approach to ensure that we take advantage of the best investment opportunities around the world. Pensions, SIPPs and SSASs - We manage Self Invested Personal Pensions (SIPPs) set up through all major providers and other pension portfolios across a wide range of structures including: defined benefit, defined contribution, Small Self Administered Schemes (SSAS) and group Self Invested Personal Pensions (group SIPPs). ISAs - Our experience means we are well place to advise clients on how best to utilise their annual ISA allowance. Charities - We provide investment services to a growing number of charities and manage 1.4bn*, making us one of the leading charity managers in the sector. Trusts - We are well used to managing investments within a range of trust arrangements set up for purposes ranging from philanthropy and tax efficiency through to inheritance planning. Our investment portfolios can be tailored to meet the specific requirements of individual trusts, thereby ensuring that the trust s portfolio of assets is managed in a manner that is entirely consistent with a settlers wishes. Court of protection cases - Our dedicated Court of Protection team s forensic knowledge of this area means we are able to assist deputies and professional intermediaries in creating a tailored investment portfolio. We have experience working with those who have received awards for damages as a result of personal injury or clinical negligence, as well as people with degenerative diseases, such as dementia. Divorce settlements - Our experience means we are placed to meet the specialist investment requirements of funds derived from a divorce settlement. Offshore and non-domiciled clients - We are able to offer investment management services to offshore and non-domiciled clients in a variety of currencies. We can manage a diversified portfolio in a range of investment structures and have existing relationship with with a number of providers in offshore markets. Managing family OEICs - Quilter Cheviot has over 20 years experience of managing investments held in open-ended investment companies (OEICs). Tier 1 Investor Visa - We are experienced in constructing and managing portfolios within the restrictions that apply to Tier 1 Investor Visa rules, and apply a personal solution to meet each client s requirements. In addition to the services above, we are able to facilitate a portfolio lending service. 03 *As at 31 March 2016

4 OUR SERVICES DISCRETIONARY PORTFOLIO SERVICE We offer the Discretionary Portfolio Service for portfolios in excess of 200,000. Our investment managers make day-to-day investment decisions on behalf of the client, which allows them to act quickly to take advantage of investment opportunities, a freedom that is essential in today s volatile markets. As well as accommodating any existing holdings that your client may wish to retain, we are able to manage capital gains tax liabilities, feed assets in or out of the market in a controlled manner, and generate income through a blend of capital disposals and natural yield. MANAGED PORTFOLIO SERVICE Our Managed Portfolio Service includes an extensive range of collective model portfolios for clients with 25,000 or more to invest. With eight strategies to choose from, clients are able to own an investment portfolio that meets their personal financial objectives and preferred level of risk. MULTI-ASSET FUND SERVICE We believe in offering excellent investment opportunities to everyone. Our multi-asset fund range offers the highest quality service with an accessible entry level with investments starting at 1,000. BESPOKE OEIC SERVICE We are experienced in working in partnership with Authorised Corporate Directors (ACDs) in creating bespoke share classes of our existing funds or launching new funds or new sub-funds for solicitors, accountants or their clients. ADVICE AND DEALING SERVICE We can provide a simple, commission-only approach to trading for clients that prefer to make their own investment decisions and want to be involved in the day-to-day management of their investment portfolio. We are able to be as pro-active or reactive as you choose and can purchase a range of investment instruments from individual equities to collective investments and bonds to meet your own desired objectives. 04

5 WHY YOU SHOULD ENGAGE WITH US We have unrestricted access to a full range of investment vehicles. All of our clients benefit from a combination of investment manager experience and our extensive in-house research capability. We have industry recognition as a top wealth management firm as evidenced by a number of awards won in recent years for performance and client service. Our charging structure is transparent and uncomplicated. Clients have direct access to the investment manager who is responsible for managing their portfolio. Our reporting is clear and prompt and includes year-end tax packs. INDUSTRY RECOGNITION We regard benchmarking as an integral part of portfolio management and subscribe to independent industry analysis surveys, most notable Asset Risk Consultants and Defaqto. Quilter Cheviot s DPS and MPS have been rated 5 Stars by Defaqto. Star ratings provide an independent, unbiased method for helping advisers and their clients instantly understand where a product or proposition sits in the market, based on the features and benefits it offers. The strength of our investment performance is demonstrated by a number of industry awards in recent years DFM MANAGED PORTFOLIO DFM BESPOKE 05

6 COMMUNICATION & REPORTING We provide clear client reporting on a regular and timely basis. Regular reporting includes a portfolio valuation, performance report, transaction schedule, capital and income statements and commentary on market conditions. We will gladly provide interim reports as and when they are required. Secure internet access allows your client to view their portfolio online. This service provides access to printable valuations and transaction records that include six months of rolling historical data and two years of statements. A tax year-end pack is provided for your clients records, consisting of a consolidated tax certificate, valuation, transaction schedule and capital gains tax report. This can be sent to clients directly and their accountant. Past performance is no guarantee of future returns. 06

7 CONTACT US QUILTER CHEVIOT One Kingsway London WC2B 6AN CONTACT Please contact Alexander Chapman from our Marketing team on or quiltercheviot.com QUILTER CHEVIOT OFFICES: GLASGOW t: (0) EDINBURGH t: (0) BELFAST t: (0) DUBLIN t: LIVERPOOL t: +44 (0) BIRMINGHAM t: (0) MANCHESTER t: (0) LEICESTER t: (0) BRISTOL t: (0) SALISBURY t: (0) LONDON t: (0) JERSEY t: (0) The value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future returns. Investors may not receive back the amount originally invested. Investments and investment services referred to may not be suitable for all recipients. Quilter Cheviot Limited is registered in England with number Quilter Cheviot is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority. 07

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