23 May 2025
Quilter Cheviot has today announced it has hired Phil Ross as an equity research analyst to lead its analysis of insurance and utilities companies.
He joins the company from Exane BNP Paribas, where he was the lead analyst for European reinsurance companies. He has also held insurance company analyst roles at Berenberg and Mediobanca, as well as served as chief of staff to the head of the Prudential Regulation Authority earlier in his career.
Ross will report into head of equity research, Chris Beckett, and also work closely with the teams that manage the Climate Assets funds and the Managed Portfolio Service Building Blocks funds.
Spanning direct equities, fixed income and third-party funds, Quilter Cheviot’s 22-strong research team also provides analysis for the firm’s investment management team to build diversified discretionary client portfolios.
Chris Beckett, head of equity research at Quilter Cheviot, said: “Phil is one of the leading analysts in the insurance space, so we are delighted to have the opportunity to add him to the team. Both the insurance and utilities sectors are proving to be very interesting areas just now in the face of market volatility thanks to their defensive characteristics.
“These equities can add crucial defensive qualities to client portfolios, so having someone of Phil’s experience to help hunt out the best opportunities in those markets should add real value.”
Phil Ross added: “I am really pleased to be joining what is a well-renowned and extensive research team in the wealth management industry. In times like these it is vitally important that clients have exposure to assets that can not only weather the storm but continue to grow earnings in challenging times. I’m looking forward to working closely with the research team and investment managers to identify those opportunities for clients.
