06 April 2023
Quilter Cheviot has today announced that is has hired Sarah Osato as an investment manager within its charities team.
Osato will be responsible for managing charity investment portfolios, as well as working alongside the rest of the team in building new relationships with charities and promoting the Quilter Cheviot Global Income & Growth Fund for Charities.
Reporting to head of charities, William Reid, she joins from tax recovery specialists WTax, where she worked as Head of Partnerships. Osato has also worked in the asset management industry at Anchor Capital, where she began her career as an Equity Research Analyst, before progressing to portfolio manager.
Quilter Cheviot’s charities team currently provides investment services to over 650 charitable organisations and since 2020 has run the Quilter Cheviot Global Income & Growth Fund for Charities. The charity authorised investment fund invests across all assets and is designed to make accessing investments for charities less onerous and costly.
Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.
William Reid, Head of Charities at Quilter Cheviot, said: “We are delighted to welcome Sarah to Quilter Cheviot. She joins with valuable experience gathered across the broad spectrum of financial services and has a real understanding of client and portfolio management. She is a great addition to the charity team and will be vital in assisting, as well as promoting, our services and capabilities, to a wide range of charity partners. This includes highlighting the benefits of our segregated portfolio management expertise, alongside pooled solutions such as our charity authorised investment fund, the Quilter Cheviot Global Income and Growth Fund for charities, and Quilter Cheviot’s range of Climate Assets funds.”
Sarah Osato, investment manager at Quilter Cheviot, added: “I am excited to be joining the charity team here at Quilter Cheviot and look forward to meeting and interacting with our charity clients. Every charity is unique and faces different investment objectives and as such it is great to work at a company that offers to the flexibility to help them find solutions that best fits their investment needs.”
