My primary role as a lead investment manager is to make sure our clients and their intermediaries receive the service they expect. On a day-to-day level, this involves ensuring client portfolios are appropriately invested for the fast-paced and ever changing economic environment, through to facilitating portfolio administration and ensuring client’s objectives are met on a timely basis.
Andrew graduated from Birmingham University with an honours degree in Money, Banking & Finance. Andrew is a Fellow of the Chartered Securities Industry and holds a SII Masters in Wealth Management.
Andrew has been with Quilter Cheviot for ten years, firstly supporting senior investment managers within Birmingham and more recently (2010) being appointed an investment manager responsible for his own client base. Andrew has a particular interest in working with more vulnerable clients, and helps lead Quilter Cheviot’s Court of Protection team.
Outside of work Andrew is coming to grips with being a new parent and enjoys spending time with his family.