I joined Quilter Cheviot in 2017 with responsibility for developing the firm’s specialist charity capability. I am inquisitive by nature, happy to share my knowledge and passionate about doing right by our clients.
Charles has 30 years’ investment experience working for leading financial institutions including Newton, Rensburg Sheppards (now Investec Wealth & Investment) and latterly, Stanhope Consulting. Charles founded The Charities Property Fund, the first Common Investment Fund investing in UK commercial property and also established the first program focused on on-going education for charity trustees.
Charles is a trustee of Bowel & Cancer Research, RL Glasspool, a charity which helps people step out of poverty, and PRISM, which helps to promote and to facilitate charitable giving in a flexible and efficient manner. Charles sits on the board of the Charity Investors’ Group, a forum promoting greater understanding around investment.