London OFFICE
Role at Quilter Cheviot
My role is to assist the team in developing and maintaining client relationships, maintain client records and assist with regular and ad-hoc reporting to clients.
Experience
After completing work experience in 2014 and 2015, James joined Quilter Cheviot permanently in September 2016, working for William Reid, assisting in the running of portfolios for charities, individuals and trusts.
Education/Qualifications
James Graduated from the University of Chichester with a BSc Hons in Sport & Exercise Science in 2016.
Other interests
Outside of work, James is a keen golfer, cricketer and footballer.
Meet the team
Trainee Investment Manager
Head of Charities
Executive Director
Charities Director
Executive Director & Director of Responsible Investment
Investment Administrator
Investment Manager
Senior Associate