09 April 2024
Quilter Cheviot International is pleased to announce it has hired three financial planners to grow its financial planning proposition for international clients serviced out of its Jersey office.
Gillian Schweppe, Matthew Fielding and David Lockhart have all joined the business as financial planners. Both Schweppe and Fielding join from SG Kleinwort Hambros while Lockhart joins from HSBC.
It was previously announced in September that Quilter Cheviot International had appointed Kevin Speake as head of advice to lead on the new financial planning proposition. The advisers are supported by paraplanner Anastasia Smith.
The introduction of financial planning capabilities into Quilter Cheviot’s Jersey office ensures it can offer international clients an integrated wealth management offering comprising of both financial planning and investment management.
It also now means Quilter Cheviot will be able to give a consistent offering to higher net worth clients across the UK, Europe and internationally, while being able to accommodate the specific circumstances of the countries the client resides in.
This news comes after Quilter Cheviot Europe established a financial planning operation out of its Dublin office to serve European clients in 2022 and the UK national advice business, Quilter Cheviot Financial Planning (previously known as Quilter Private Client Advisers) became part of Quilter Cheviot in 2021.
Kevin Speake, head of advice at Quilter Cheviot International says:
“We are delighted to have Gillian, Matthew and David on board, who all come to us with a wealth of experience. They have all hit the ground running and their capabilities alongside our bespoke discretionary fund management will provide a best-in-class service for our international clients who have a variety of complex needs and circumstances.”
