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Quilter Cheviot adds investment manager to Liverpool office

Date: 16 June 2026

1 minute read

16 June 2026

Quilter Cheviot has today announced it has hired James Charlton as an investment manager.

Joining Quilter Cheviot’s Liverpool office, Charlton will be responsible for managing tailored investment portfolios for families, business owners and executives to support them in meeting their long-term life and financial objectives.

A former president of the CISI Liverpool, Chester & North Wales branch, he brings almost two decades of experience to the company, joining from Barclays Private Bank, while also previously working at Tilney and Deutsche Bank in investment management roles.

Charlton will report into Nigel Hibbert, executive director and head of the Liverpool office at Quilter Cheviot.

Nigel Hibbert, executive director and head of the Liverpool office at Quilter Cheviot, said: “We are pleased to welcome James to the Quilter Cheviot team and look forward to the difference he will make for clients. James brings a huge amount of experience with him from his time in the high-net-worth market, and as such he knows exactly what that cohort comes to expect from a tailored investment management service, as well as anticipating client needs.

“This is a great addition to our Liverpool office and allows us to reach more clients in the region who would benefit from such expertise.”

James Charlton, investment manager at Quilter Cheviot, added: “Quilter Cheviot has made a real name for itself within the high-net-worth market, providing innovative services to a demographic who quite often have more complex needs from a financial perspective. Having lived and worked around Liverpool for over 20 years, I know the region has a thriving business community and I am looking forward to helping clients through any financial problems they may have with tailored investment management.”

Gregor Davidson

Senior External Communications Manager

Notes to Editors:

About Quilter plc

Quilter plc is a leading wealth management business, helping to create brighter financial futures for every generation.

Quilter plc oversees £157.4 billion in customer investments (as at 30 June 2026).

It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two branded segments: Quilter and Quilter Cheviot.

Quilter encompasses the financial advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.

Quilter Cheviot is a discretionary fund management and financial planning business.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Registered number: 6404270.  Registered in England.

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