Role at Quilter Cheviot
I lead the responsible investment team at Quilter Cheviot working to ensure that we act as stewards of our clients’ assets in order to protect and enhance their long-term returns. I am also a member of the central charity team working with charities to define and implement an investment strategy and asset allocation that meets the charity’s requirements. In my role as director of responsible investment, I work to ensure that we act as stewards of our clients’ assets in order to protect and enhance our clients’ long-term returns.
Gemma joined Quilter Cheviot in 2015. She has over twenty-five years’ investment experience, and has spent the majority of that time focused on the charity sector, and specifically clients with complex responsible investment requirements. Gemma started her career at Lloyds Bank and she joined Newton in 2002 following the acquisition of the Henderson private client and charity business; and latterly was at Kleinwort Benson.
Explore more about Gemma
Gemma graduated from Durham University with a degree in history in 1994, is a Chartered Fellow of the CISI as well as holding the Chartered Wealth Manager designation.
Amongst her charitable commitments, Gemma is a Trustee of The Book Trade Charity (BTBS) and an independent investment advisor to the Maudsley Charity.