Citi Quilter - updated: March 25, 2009

No Outsourcing of Resources

Citi Quilter offer:

•   Safe custody and settlement operations carried out in-house, including CGT expertise.
•   An unbiased company, they do not have their own funds to sell.
•   Superior portfolio system.

A disciplined investment process is followed and uses agreed benchmarks to monitor performance.  A highly effective administration team, individual attention and frequent communication ensure an exceptional level of client care.

To Access The Service

If you would like to investigate the possibility of using the Citi Quilter service please let us know.  Unless we feel that their service would not be appropriate for you, we will arrange a meeting with one of the Citi Quilter Investment Managers.  This can be at one of the offices of Citi Quilter, or our office, or your home.

Citi Quilter - Facts  

•   Citi Quilter is part of Citi Smith Barney.
•   As at 31 December 2008, Citi Quilter had approximately £5.1bn of funds under management.
•   Expertise is provided at a local level through approximately 310 staff (of which 80 are investment professionals) in 11 offices: Belfast, Birmingham, Bristol, Dublin, Glasgow, Guernsey, Jersey, Leicester, Liverpool, London and Manchester.
•   Smith Barney is the global private wealth management unit of Citi. With approximately 13,000 financial advisers in over 600 offices, Smith Barney offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, cash and portfolio management, as well as retirement, education and estate planning.
•   Independent research is provided through an in-house research team.  This team also draws on the research resources of Citi and other external providers.
•   Citi Quilter is committed to working with financial intermediaries and other professional advisers - through strategic alliances and complementary advice for clients.
•   The firm can trace its ancestry back to 1777.

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