Quilter Cheviot said today (15 December) it was delighted to celebrate 50 years since first establishing its presence in Jersey.
The Jersey office can trace its history back to a stock broking company called Roger Mortimer & Co registered on 17 December 1973. The company has changed names over the years before becoming Quilter Cheviot.
It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.
Alongside this Quilter Cheviot said it aims to play a positive role in society whilst supporting local communities. In Jersey it supports local charities such as Healing Waves (via the Quilter Foundation), Durrell Wildlife Conservation Trust, and also participates in charitable days with local charities, such as Acorn and Grow.
The Jersey office continues to play a vital role in the firm's overall growth, as it maintains its focus on providing exceptional service to clients, while adapting to ever-changing market conditions.
The celebration comes after Quilter Cheviot last year commemorated its 250th anniversary, since the firm's inception in 1771 in the UK and its seventh year in Dubai.
The discretionary wealth manager has a rich heritage, being one of the few companies that can trace its lineage back to the genesis of the London Stock Exchange.
Tim Childe (pictured), chief executive officer, Quilter Cheviot International said: "We are incredibly proud of our 50-year legacy in Jersey, as we continue to see a growing demand for financial planning supported by our bespoke investment solutions in the Channel Islands. Our commitment to delivering exceptional client service and tailored investment strategies has been the cornerstone of our success.
"As we celebrate our golden jubilee in Jersey, we look forward to building on our achievements and continuing to provide outstanding wealth management solutions to our valued clients for many years to come."