About Us
Cheviot is among the UK's largest independently owned
discretionary investment firms. Founded in our present form in
2006, our teams have a wealth of investment experience, with the
average experience of our partners being in excess of 20 years.
Based in central London and Liverpool, we focus exclusively on
structuring and managing investment portfolios for private clients,
trusts, charities and pension funds.
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 objectives, whether their
priority is growth or capital preservation.
Cheviot is wholly owned by its directors and staff, so our
clients and their advisers deal directly 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. Clients are
given their own personal portfolio manager who is ultimately
responsible for decisions taken on the client's 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.
A client of Cheviot 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.
Our portfolio managers will work closely with clients and their
advisers to accurately define client needs and expectations. He or
she will discuss how you wish to balance risk against security and
control against delegation, giving clients the right combination of
enjoyment today, and investment for the future. Our approach means
that an 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.
How Cheviot will work with Novia
Investors with £50,000 + to invest
Cheviot's investment strategies can be accessed through a range
of model portfolios held on the Novia platform. Investing in
collectives selected from the open market, Cheviot constantly
manages the asset allocation of the portfolios to ensure that the
investment exposure is always positioned to maximise the portfolio
return within a risk controlled environment.
Your Financial Adviser will ascertain which portfolio within the
Cheviot model range most closely suits your needs. You are then
able to view the portfolio on the selected platform in the context
of your other, non Cheviot, investments.
Portfolios can be selected from the following range:
- Cheviot Cautious Portfolio
- Cheviot Conservative Portfolio
- Cheviot Balanced Portfolio
- Cheviot Growth Portfolio
- Cheviot Strategic Portfolio
Annual Charges
The Cheviot management charge for managing a Model portfolio is
0.6% per annum of the value of the portfolio.
Investors with £1,000 + to invest
The Libero Funds are part of Cheviot's in-house Open Ended
Investment Company (OEIC) structure. The fund range allows
financial advisers and their clients access to our investment
expertise through a unitised structure so that there is no
limitation on minimum portfolio size.
Sales and purchases within the fund structure do not attract
capital gains, although the client will normally be liable to a
capital gains assessment when a Libero fund is sold. This means
that gains can be rolled up without having any immediate CGT
liability. This unitised solution also allows a portfolio to be
managed without the restrictions of the client's capital gains
position.
The Libero range is normally the most cost effective means of
investing with Cheviot due to its simplicity of investment.
Your Financial Adviser will decide which of the Libero funds is
most suitable to meet your specific investment and risk needs.
Three funds are available:
Annual Charges
Libero Cautious Fund 1.25%
(Retail)
0.75%
(Institutional)
5% initial fees
Libero Strategic Fund 1.50%
(Retail)
1.00%
(Institutional)
5% initial fees
Libero Balanced Fund 1.50%
(Retail)
1.00%
(Institutional)
5% initial fees
Contact Us
For more information please contact your usual Novia Regional
Sales Manager, details available here or speak to Daniel Weston at
Cheviot Asset Management:
Daniel Weston
Investment Manager
daniel.weston@cheviot.co.uk
020 7845 6166
