Quilter Cheviot launches AIM portfolio service

Seeking companies with 'exciting growth prospects'

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.  Quilter Cheviot hires trio for new investment team Andrew McGlone, managing director of London inve...

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