Stephen Vakil

Quilter is an active, research-driven manager which makes investment decisions based on the expertise and experience of their in-house team of researchers, supplemented by third party research. The firm uses a structured approach to construct portfolios for pooled and bespoke clients, selecting the asset classes, determining the proportions in each of the classes, identifying the appropriate geographical areas and markets and choosing the specific sectors in which to invest.

Acts as Closed-End Investment Fund/Investment Trust

Functions as a College/University

Agency stockbrokers, principally for private clients

Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics.

Acts as a Real Estate Investment Trust/REIT