Ben currently 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.
Previously head of equity research at Quilter Cheviot, Chris has responsibility for covering companies within the consumer staples and retail industries. 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.
Sheena is an equity research analyst for Quilter Cheviot, who specialises in analysing stocks within the Healthcare sector.
Sheena graduated from Edinburgh University with a degree in Mathematics and Boston University with a Masters degree in Financial Economics. She is a Chartered Financial Analyst (CFA) charter holder.
Specialisms: Pharma, biotech, medical technology, life science tools and animal health.
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
Maurizio Carulli is an equity research analyst at Quilter Cheviot, specialising in global energy and materials. He has worked as an analyst for over thirty years and has previously worked at independent financial think tank Carbon Tracker.
Adam is a Retirement Specialist in Quilter’s Pension Technical Team. He has over 27 years of experience in pensions and retirement planning. He holds both the Fellowship of the Personal Finance Society (FPFS) and full STEP (TEP) designations. A previous Chair of the Pension Technical Group for the Investment and Life Assurance Group (ILAG) he has experience dealing with regulators and policy makers including HMRC, HMT and DWP. He currently represents Quilter on the ABI Savings Committee.
Amisha Chohan is head of equity research, as well as head of small cap strategy, responsible for Quilter Cheviot’s AIM Strategy. Amisha is responsible for the overall equity research output from Quilter Cheviot, as well as specialising in small cap consumer companies and portfolio construction.
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 as head of property research in 2017, specialising in global commercial property, real estate investment trusts and housebuilders, selecting the best property companies for client portfolios. He also analyses property funds and is a regular commentator on the issues that these investment vehicles face. As well as asset-level investment decisions, he is also part of the company’s asset allocation and equity investment committees, as well as the ESG-focused Positive Change Committee.
Specialisms: Property investment
Tracy is a Chartered Financial Planner with over thirty years of experience within the financial services sector. During her career in wealth management, Tracy has gained experience across various roles becoming a Life and Investments Technical Specialist before achieving Chartered Financial Planner Status and Fellowship of the Personal Finance Society as well as full STEP membership.
Specialisms: Trusts, taxation, financial planning, estate planning, protection, investments, insurance, savings.
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.
Matthew is an Equity Research Analyst in Quilter Cheviot’s global equity research team. Currently he researches the Telecoms sector to identify attractive investment opportunities.
Specialisms: Telecoms industry and defence.
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.
Chris is a chartered financial planning consultant with over 19 years’ experience in financial services. Having completed the Chartered Insurance Institute, Personal Finance Society (PFS) Fellowship programme, Chris holds the highest qualification awarded by the leading global professional body for financial services.
Specialisms: Investment, retirement advice, inheritance tax planning, mortgages, protection planning, general insurance, pensions.
Ian is a financial planning consultant and has over a decade of experience working in financial services. This includes working with offshore funds than specialised in fixed income for investors. He has also worked as a regulated stockbroker, concentrating on companies within the FTSE 100-250.
Specialisms: Pensions, investments, mortgages, life assurance, critical illness, income protection and estate planning, holistic planning.
Jon is head of Retirement Policy and Pensions Technical at Quilter. He holds the Chartered Financial Planner designation and brings deep technical expertise in pensions having worked in technical roles for over 25 years. He represents Quilter in dealings with regulators, HMT, 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
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.
Lindsay is an Investment Strategist at Quilter, externally representing the company’s investment strategy and views on financial markets and the economic environment. She joined the business as an Investment Director in 2019 having spent the majority of her career as an equity analyst for a large blue-chip fund manager and subsequently at a hedge fund and has over 14 years of industry experience.
Lindsay is both a Chartered Wealth Manager and a CFA Charterholder, and is a graduate of University College London, holding a degree in Economics.
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.
Shaun is a tax and financial planning specialist within our Trusts & Technical Solutions team at Quilter with over 20 years’ experience in financial services.
Specialisms: Trust & inheritance tax planning, estate planning, ISAs, CGT planning, Investment Bond taxation
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
Jarek is the global industrials 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.
Jarek joined Quilter Cheviot in 2022. He has more than a decade of industry experience across single stock research, as well as corporate finance (mergers & acquisitions), covering global industrials and chemicals sectors
Specialisms: Industrials / capital goods, aerospace & equipment rental.
Emma is a fully qualified financial planning consultant and has worked independently for Quilter for four years. Emma has previous work experience within the private and public sector, with overseas travel demanding a high level of communication and organisational skills.
Specialisms: Pensions, investments, protection, holistic planning, income, general insurance.
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.
Holly is a financial planning consultant and has worked across the financial sector for over a decade. Having recently joined Quilter in November, Holly has previously worked as a mortgage consultant and has a wide experience of the mortgage industry.
Specialisms: Financial planning, residential and investment mortgages, including limited company buy to let portfolios.
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
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
