Investing with purpose
Quilter Cheviot works closely with trustees to design investment portfolios that fit the organisation, not the other way around. Whether it’s planning for future sustainability, generating income, or aligning with ethical priorities, their approach is built around understanding what matters most to each charity.
Why NICVA? Staying connected to the sector
Joining NICVA was a natural step. For Quilter Cheviot, being part of the network is about more than visibility — it’s about listening and learning.
“We wanted to strengthen our connection with the local third sector and better understand the challenges and opportunities facing charities across Northern Ireland.”
Through NICVA, Quilter Chevlot is building relationships and ensuring the support they offer charities is grounded in real, up-to-date sector insight.
Celebrating success — and supporting others through challenge
It’s been a strong year for Quilter Cheviot. Their charity investment work was recognised nationally when they were named Best Charity Investment Service at the 2026 City of London Wealth Management Awards — a reflection of their specialist expertise and commitment to long-term stewardship.
Closer to home, their focus has been on guiding charities through a complex financial landscape, offering clear, practical advice when it matters most.
Making membership count
Although still early in their NICVA journey, Quilter Cheviot is already seeing the benefits of being part of a collaborative community.
“NICVA offers a strong platform to connect, learn and contribute, helping us ensure our support for charities is both relevant and impactful.”
Connecting and sharing knowledge
Quilter Cheviot is keen to open up conversations around investment and financial planning for charities. They regularly run:
- Webinars and market updates
- Annual investment reviews
- Local roundtables and in-person discussions
All designed to be accessible, practical and useful for trustees navigating complex decisions.
Get involved
Quilter Cheviot welcomes connections with trustees, advisers and organisations who want to:
- Build confidence in their investment approach
- Stay informed about market developments
- Learn alongside peers in a supportive environment
If you would like more information, contact [email protected]
Or sign up to one of their upcoming events or webinars
Charity roundtables and seminars | Quilter Cheviot - https://www.quiltercheviot.com/news-and-events/events-and-webinars/charity-roundtables-and-seminars/?Role=char
Charity webinars | Quilter Cheviot - https://www.quiltercheviot.com/news-and-events/events-and-webinars/charity-webinars/?Role=char
Or you might be interested to read their latest Review for Charities | Quilter Cheviot - https://www.quiltercheviot.com/why-choose-us/charity-support/review-for-charities/?Role=char
