London OFFICE

James Harvey

James Harvey

Investment Administrator Charities
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

Daniel Smart
Trainee Investment Manager
William Reid
Head of Charities
Howard Jenner
Executive Director
Gemma Woodward
Executive Director & Director of Responsible Investment
Maria McLeod
Investment Administrator
Claire Carter
Senior Associate