Discretionary wealth manager Quilter Cheviot in conjunction with its financial planning arm, Quilter Private Client Advisers, has agreed an affinity partnership with non-executive director network Virtualnonexecs.com.
The partnership sees Quilter Cheviot become the exclusive wealth management partner for Virtualnonexecs.com’s 18,000 members of non-executive directors and business owners. As part of the arrangement, the business will provide dedicated education, materials, webinars, and support across a variety of wealth management services including savings and investments, tax management, retirement planning, portfolio management, and protection.
This relationship comes as Quilter Cheviot look to further develop growth partnerships to provide wealth management services to high net worth clients.
Michelle Andrews, managing director of advice at Quilter Cheviot, said: “Partnerships such as these are vital to help promote the benefits of discretionary investment management and financial advice and we are delighted to be working closely with Virtualnonexecs.com.
“We’re excited to work with their large and growing membership base of business owners and non-executive directors to support them as required, whilst also benefitting from their knowledge and expertise.
Ian Wright, executive chairman at Virtualnonexecs.com, added: “We are delighted to partner with Quilter Cheviot. Our membership advises over 30,000 boards and many founders/business owners have minimal long-term financial plans.
“These founders are often heading towards a transaction or exit and we hear time and again that ‘financial advice is only offered at the time of a transaction’ but few firms build relationships during the months and years beforehand. Quilter Cheviot’s commitment to partnering with our community will be hugely well received by our members and the companies they advise.”
