My primary role is to manage portfolios on behalf of a diverse range of clients including, private individuals, Charities, Trusts and companies. I am also an Executive Director of the Firm.
Gerry is a Chartered Fellow of the Chartered Institute for Securities & Investment. In 1987, he was elected as one of the youngest and, as it happened, one of the last Members of the London Stock Exchange, and is currently serving as Chairman of the Birmingham Stock Exchange Association.
Starting in 1979 initially as a private client stockbroker in Birmingham, Gerry joined Kleinwort Benson as an Investment Manager in London in 1987. Returning to the Midlands as an Investment Director in 1991, he ran discretionary client portfolios and was a key member of the Investment Committee. He joined Quilter Cheviot in 2000.