Daniel Smart

Daniel Smart

Trainee Investment Manager
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.
After completing work experience for the Chartered Institute for Securities and Investment in 2016, I completed a 3 month Quilter Cheviot Internship programme commencing in June 2017. In October 2017, I moved onto permanently joined the Charities Team working for William Reid and Howard Jenner, assisting in the running of portfolios for charities, individuals and trusts.

I graduated from the University of Leicester with a BA in International Relations in 2017. I have completed the Investment Advice Diploma and currently working towards my Masters in Chartered Wealth Management.

Other interests

In my spare time, I enjoy playing hockey through the winter, and cricket and golf through the summer.

Meet the team

Andrew McGlone
Chief Executive Officer
Nigel Crawford
Head of London