Executive Director and Director of Responsible Investment
I combine working as an investment manager on the central charity team with a firm-wide role leading our responsible investment approach. As a charity investment manager I work with charities to define and implement an investment strategy and asset allocation that meets the charity’s requirements. In my role as director of responsible investment, I work to ensure that we act as stewards of our clients’ assets in order to protect and enhance our clients’ long-term returns.
Gemma graduated from Durham University with a degree in history in 1994, is a Chartered Fellow of the CISI as well as holding the Chartered Wealth Manager designation.
Gemma joined Quilter Cheviot in 2015. She has over twenty years’ investment experience, and has spent the majority of that time focused on the charity sector, and specifically clients with complex ethical and socially responsible investment requirements. Gemma started her career at Lloyds Bank and she joined Newton in 2002 following the acquisition of the Henderson private client and charity business; and latterly was at Kleinwort Benson.
Gemma is a Governor of Rugby School and a trustee of The Book Trade Charity (BTBS); additionally she is an independent investment advisor to the Cats Protection and University of Birmingham investment committees.