Ben is an Executive Director in Quilter Cheviot’s global equity research team. Currently he researches Global Technology, Media and Telecoms and utilises his deep industry knowledge to identify attractive investment opportunities before they are widely understood by the market.
Specialisms: Technology, media and telecoms industries.
Chris is head of research at Quilter Cheviot with responsibility for the equity research team. Chris has previously worked as an equity analyst and a fund manager, managing portfolios for charities and pension funds.
Specialisms: Beverages, food, tobacco and retail industries.
Helen is manager of the multi-asset Monthly Income portfolio range. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income. Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.
Specialisms: Income, dividends, equities, economic commentary, stock markets, fixed income, investment management, mutual funds, portfolio management, wealth management.
Marcus focuses on driving Quilter Investors’ investment proposition and performance, overseeing the portfolio management team. He has over 20 years’ experience within investment management.
Specialisms: Economic commentary, alternative investments, asset and investment management, hedge funds, equities, asset allocation, fixed income, mutual funds, portfolio management, structured products and wealth management.
Richard has worked at Quilter Cheviot for over six years and has a total of 20 years’ experience in Fixed Income markets as an analyst, portfolio manager and fund selector.
Specialisms: Economic commentary., asset allocation, fund research, portfolio and investment management
Sacha is the manager of the Compass Portfolios and co-manager of both the Cirilium Blend and the Creation portfolio ranges alongside Ian Jensen-Humphreys. Sacha joined Quilter Investors in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
Specialisms: Economic commentary, equities, stock markets, asset management, fixed income, derivatives, alternative investments, investment management, mutual funds, portfolio management, wealth management.
Stuart has 20+ years’ experience working in manager research, fund selection and multi-asset portfolio construction within a manager of manager and fund of funds structure. His experience has been built in different size organisations as part of a team and managing a small team.
Specialisms: Economic commentary, stock markets, equities, asset management, fixed income, investment management, mutual funds, portfolio management, wealth management.
CJ is a dedicated portfolio manager who partners with Helen Bradshaw on the multi-asset Monthly Income portfolio range. CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
Specialisms: Income, dividends, equities, economic commentary, stock markets, fixed income, investment management, mutual funds, portfolio management, wealth management.
Ian has over 20 years’ experience within financial services, and has developed a range of skills to incorporate full financial planning using cashflow and lifetime income modelling.
Specialisms: Pensions, Tax, Protection, Life cover, critical illness, Income Protection, Private Medical Insurance, Investments, ISA and savings, Unit Trusts and OEICS, Managed and Discretionary Portfolios.
Oli joined Quilter Cheviot in 2017 as an Equity and Funds research analyst with a focus on property investments.
Specialisms: Property investment
David’s primary role is to collate, simplify, regularly update and share technical knowledge, in a user friendly and practical way, within the Quilter group and with the adviser community. This is to assist with maximising financial planning post-tax investment returns given the complexity and fast changing legislation impacting wealth management.
Specialisms: Personal taxation, pensions, trusts and inheritance tax planning, estate planning, Financial planning, ISAs, CGT planning, Investment Bond taxation.
As head of Managed Portfolio Services (MPS) and chair of the firm’s Investment Funds Committee, Simon's role is to construct and implement the range of investment strategies on behalf of clients invested in the MPS.
Specialisms: Economic commentary, stock market, alternative investments, equities, asset allocation, fixed income, mutual funds, portfolio management.
Vanessa works extensively with private clients, advising individuals on their existing and ongoing investments. Vanessa specialises in the bespoke management and construction of portfolios for family offices, company pension schemes and charitable organisations. Vanessa has been looking after client investments for over 15 years.
Specialisms: Economic commentary, stock market, alternative investments, equities, asset allocation, fixed income, mutual funds, portfolio management.
Jon has an excellent knowledge of pensions having, with over 20 years working as a pension technician. He represents Quilter in dealings with regulators, HMRC and DWP.
Specialisms: Pensions, retirement policy
Rachael is a Chartered Financial Planner and Trust Estate Practitioner with over 25 years’ experience in trusts and tax planning.
Specialisms: Trust & inheritance tax planning, estate planning, ISAs, lasting power of attorney, wills, probate
David’s role is to ensure that his clients’ individual portfolios are constructed in such a way as to meet their financial objectives and distinct requirements. He makes the day-to-day decisions regarding client holdings, and ensure that they, as well as their advisers, remain up to date and comfortable with the progress of their investments through all kinds of markets.
Specialisms: Economic commentary, stock market, alternative investments, equities, asset allocation, fixed income, mutual funds, portfolio management.
Rosie has worked in financial services since 1999 and is a highly regarded Chartered Financial Planner. Rosie enjoys helping her clients by using cash flow forecasting tools and creating realistic financial plans to help them achieve their goals.
Specialisms: Retirement planning, pensions, financial planning, protection, Inheritance tax planning, wealth preservation.
Ian is co-manager of both the Cirilium Blend and the Creation portfolio ranges alongside Sacha Chorley. He joined Quilter Investors in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within multi-asset portfolios. Ian is a CFA Charterholder and has a degree in Physics from Oxford University.
Specialisms: Economic commentary, stock markets, equities, asset management, fixed income, derivatives, alternative investments, investment management, mutual funds, portfolio management, wealth management.
Steven has deep industry knowledge, having worked in asset management, investments, platform and distribution roles. He joined the Group in 1998 and was appointed as Chief Executive Officer in November 2022. Steven has broad industry and leadership experience and has played a leading role in delivering several high-profile strategic initiatives for the Quilter group. He is a qualified Actuary and Chartered Financial Analyst.
Specialisms: Wealth management, leadership, platforms, asset management and long term savings.
Jamie Maddock – Equity Research Analyst, Quilter Cheviot
Jamie is the global energy and materials equity research sector specialist. He analyses companies, industries and, with a deep knowledge of key sector trends, generates investment ideas that deliver above-average returns. In addition, he incorporates an in-depth fundamental understanding of macro-economic drivers and commodity supply/demand balances to inform these investment ideas.
Specialisms: Energy industry, oil & gas, metals & mining
Shaun is a tax and financial planning specialist within our Trusts & Technical Solutions team at Quilter with over 17 years’ experience in financial services.
Specialisms: Trust & inheritance tax planning, estate planning, ISAs, CGT planning, Investment Bond taxation
Charlotte joined Quilter’s mortgage network in 2019 as proposition director.
Specialisms: Mortgage and protection planning
Karen joined Quilter in 2014 as a mortgage specialist and regularly comments on mortgage and housing news in the media.
Specialisms: Mortgage planning and servicing
Mark has experience in starting and building businesses, building teams and driving performance. He specialises in managing change and holds high profile senior management and board positions in both SME and larger organisations within the financial services sector.
Specialisms: Behavioural economics, nudge theory, behavioural science
Claudia leads the sustainable investment team at Quilter Cheviot, dedicated to serve clients who would like to invest in companies offering solutions to the economic and environmental problems of urbanisation, climate change and resource scarcity. Claudia co-manages the Quilter Cheviot Climate Assets Fund.
Specialisms: Stock selection, portfolio management, economic commentary, responsible investment, sustainable investment, ESG
Megan prides herself on delivering excellent service to all her clients. She is a Chartered Financial Planner and advises on all aspects of financial planning.
Specialisms: Retirement planning, pensions, financial planning, protection, inheritance tax planning, wealth preservation.
Rio is a chartered financial planner with experience of working closely with clients to help achieve their goals and objectives. Rio champions investors and helps them to understand the opportunities they have with their money, as well as point out potential risks, especially around financial scams and fraud. Rio has also appeared on the BBC as a financial planning expert, providing tips and guidance for the audience on how to take control and manage their finances.
Specialims: Personal finance, savings, investment planning, ISAs, financial scams
Mamta Valechha – Equity Research Analyst, Quilter Cheviot
Mamta analyses and interprets data to identify attractive investment opportunities in a wide range of sectors, with a particular specialism in retail, luxury goods and the automotive sector.
Specialisms: Luxury goods, retail, travel & leisure, transport, automotive
The role of Nick and his team is to find best of breed funds, investment trusts and passive vehicles to populate client portfolios with.
Specialisms: Funds, portfolio investment, investment trusts, geo-political events
Gemma leads the responsible investment team at Quilter Cheviot and has over 25 years’ investment experience. She has spent the majority of that time focused on clients with complex ethical and socially responsible investment requirements.
Specialisms: Responsible investment, charity investments, ESG investing
