The firm is looking to aim its “bespoke portfolios” at the trade association’s English-speaking advisory businesses, active across Europe and advising on cumulative assets more than €4bn, said Feifa in a statement on Wednesday.
The relationship with Feifa member will be managed out of Quilter Cheviot’s Jersey officer by business development manager Allie McMahon, while the European business will be managed by investment manager Francis Clayton, both based in Quilter Cheviot’s Jersey office.
“We understand that advisers’ client relationships are critical to their business and by recommending our services to them they are passing on a significant level of responsibility,” said McMahon.
“It is a duty of care on which we never compromise. Couple this with our dedicated in-house research capability and strong performance track record and it’s easy to see why so many see us as a safe pair of hands for their investment portfolios. We are very excited by this partnership and looking forward to developing our business throughout Feifa’s advisory firms across Europe.”
Quilter Cheviot is part of Old Mutual Wealth and currently has offices in Jersey, London, Dublin and across the UK, and a representative office in Dubai.
As at 31 March 2017, the DFM has over 40,000 clients, with more than £21.8bn in assets under management.
“We feel that this is another excellent and complementary addition to our existing affiliations,” said Feifa chief executive Paul Stanfield.
Feifa membership
Last December, Feifa launched a new membership category, aimed at UK advisers with expat clients, costing £70 a year.
Meanwhile, earlier this year, Quilter Cheviot joined four other UK DFMs to form the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.
