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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Harry Gibbon | - | 2023 | now |
自傳 | Harry joined Quilter Cheviot in 2018 and soon moved towork with Claudia Quiroz. He has since been promoted toan Investment Manager and assists with the managementof portfolios for private clients, pensions, trusts, charitiesand funds, including the Libero Balanced Fund. Harry is aMember of the Chartered Institute of Securities andInvestments and has completed the CISI Chartered WealthManagement qualification. He also holds the CFACertificate in ESG Investing. | ||
Claudia Quiroz | Head | 2011 | now |
自傳 | Claudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021. | ||
Alan McIntosh | - | 2011 | 2022 |
自傳 | Alan began his career as a fund manager in 1982 at Scottish Life, followed by Municipal Mutual and BZW Investment Management. He joined Credit Suisse Asset Management in 1994 as UK Market Strategist, before moving in 1999 to Laing & Cruickshank Investment Management, where he ran the Model Portfolios and was Senior Equity Strategist. Alan continued in this role at UBS Wealth Management following their acquisition of Laing & Cruickshank in 2004, and was appointed Executive Director. | ||
William Buckhurst | - | 2011 | 2019 |
自傳 | William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Cheviot Asset Management in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the CF Cheviot Balanced Fund and the Climate Assets Fund and sits on Cheviot’s external fund selection committee. | ||
Weston Dan | - | 2010 | 2011 |
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