Jersey OFFICE

Daniel Jolliffe

Daniel Jolliffe

Investment Director
Role at Quilter Cheviot
I deal with Private Clients, Advisers, Trustees and Charities to make sure that all of their investment management needs are met and exceeded. Once I have identified client needs, I will construct a portfolio, consisting of fixed income, equity and alternatives to meet their financial goals, within their unique risk parameters. At Quilter Cheviot, we pay very close attention to what is right for the client and I pride myself in finding suitable, clear and effective outcomes for my clients.
Education/Qualifications
I am a Chartered Fellow of the Chartered Institute for Securities and Investment and hold the Private Client Investment Advice and Management (PCIAM) qualification. I also hold the Investment Management Certificate (IMC) and the Diploma in Financial Planning (DipPFS) with the Chartered Insurance Institute (CII).
Experience
I have worked in the financial services sector for 13 years, predominantly in an advisory capacity and relocated to Jersey from the UK five years ago. Prior to relocation, I worked for a Global Bank as an Investment Adviser and have been an Investment Manager for four years.
Other interests
I enjoy most sports but particularly football and rugby and enjoy keeping fit.

Meet the team

Tim Childe
Head of International & Jersey Office