Liverpool OFFICEs

Catherine Morris

Catherine Morris

Investment Director
Role at Quilter Cheviot
My role is to manage bespoke investment portfolios on behalf of private clients, charities, trusts and pensions funds. I manage the ongoing investment and review of these portfolios, ensuring they continue to meet a client’s evolving investment objectives and reflect the prevailing market conditions.
Education/Qualifications

Catherine graduated from the University of Liverpool in 2001 with a BA (Hons) degree in business economics. Catherine is a Chartered Fellow of the Chartered Securities & Investment Institute (FCSI) and the former vice president of the Liverpool and North Wales CISI Committee.

Experience
She began her career at Tilney Investment Management in 2002, which was acquired by Deutsche Bank Private Wealth Management in 2006. Catherine joined the company in May 2011, where she is responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds.Catherine was named in PAM Insight’s Top 40 under 40 for 2016, a definitive guide to the rising stars in the private banking and private asset management sectors.

Meet the team

Myles Tunstall
Investment Manager
Matthew Whelan
Investment Manager
Michael McNulty
Investment Administrator
Robert Bolger
Investment Administrator