Harriet Meade
Investment Administrator
London
What attracted me to a career in wealth management?
My journey into wealth management began in 2023 when I joined Quilter Cheviot as an investment administrator within the Managed Portfolio Service (MPS) team. My motivation was driven by a year of experience in financial services with an MPS platform provider and the achievement of a first-class honours degree from the University of Liverpool in 2022. I was drawn to the field by the opportunity to support MPS Investment Managers and contribute to the efficient management of client portfolios.
How do you approach your role on a daily basis?
In my current role, I primarily focus on the reporting of performance data, and the documentation and updating of MPS literature to provide our clients with accurate and up-to-date information, which helps them make informed investment decisions. Since joining Quilter Cheviot, I have completed the CISI Investment Advice Diploma (IAD) and am now working towards the CISI Chartered Wealth Manager qualification.
What are your interests outside of work?
Beyond my professional interests, I enjoy cooking, going to the theatre, horse racing and walks in the countryside with my new puppy Nelly.