Daniel Jolliffe
Investment Director
Jersey
Role at Quilter Cheviot
My primary role is to manage discretionary and advisory investment portolios across multiple asset-classes for charities, financial intermediaries and Private Clients.
I have over 20 years experience in the finance services industry and am a Chartered Fellow of the Chartered Institute for Securities and Investments.
Contact information
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I hold the Private Client Investment Advice & Management (PCIAM) qualification, as well as the Investment Management Certificate (IMC). During the last 6 months, I have also passed the Islamic Finance Qualification (IFQ) and the Certificate in ESG Investing.
I enjoy most sports but particularly football and rugby and enjoy keeping fit.