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ANY MEMBERS INVEST WITH QUILTER CHEVIOT (A WEALTH MANAGEMENT PROVIDER)?
ANY MEMBERS INVEST WITH QUILTER CHEVIOT (A WEALTH MANAGEMENT PROVIDER)? - Hi. Do any forum members have any investments or dealings with a (so called) large wealth management firm called Quilter Cheviot. My partner is with them and has a substantial sum under their 'management'. Over the past 5 years her investment returns have been poor when compared to Quilter Cheviot's peers. It seems as though Quilter Cheviot are not keen for their clients to compare notes with other clients about how well (or badly) the firm's investment managers are performing. Thus thought I would reach out on this forum to touch base with any forum members across Greater London who are with Quilter Cheviot so as to compare experiences in a safe, community environment. There is also somewhat of a dispute going on involving the firm who have failed to routinely sufficient customary annual risk reviews with all their clients. However, in my partner's case that is largely secondary to her other concerns with the firm.
