Quilter Cheviot launches AIM portfolio service

Seeking companies with 'exciting growth prospects'

Laura Dew
clock • 1 min read

Quilter Cheviot has launched a discretionary-managed AIM strategy for high-net-worth investors.

The strategy will be a managed portfolio of AIM-listed companies that qualify for business relief, run by the firm's equity research team.  This is headed up chief investment strategist Alan McIntosh (pictured) who will work alongside Dan Nickols, head of UK mid and small-cap equities at Old Mutual Global Investors.  Assets must be held for a minimum of two years in order to qualify for business relief and can also qualify for relief from inheritance tax if held at time of death.  Andrew McGlone, managing director of London investment management at Quilter Cheviot, said: "By invest...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Chris Justham: To wrap or not to wrap?

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

Chris Justham
clock 19 November 2024 • 3 min read
Reliance on others: The key to reducing risk and improving compliance

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

Nick Walker
clock 01 August 2024 • 3 min read
The top recommended MPS investments so far this year

The top recommended MPS investments so far this year

Defaqto data shows change in the top ten

Jen Frost
clock 23 July 2024 • 2 min read