My role is focused on the discovery, selection and monitoring of funds across Europe, the UK and Global equities. As a part of this, I search for new ideas and conduct due diligence on funds in order to assess the risks and to understand the inner-workings of the portfolio, process and team. I work closely with the portfolio managers at both Quilter Cheviot and Quilter Investors, offering best ideas and advising on fund selection within my areas of coverage.
Jade earned a first class honours degree in Accounting and Finance from Brighton University and has passed level 1 of the Chartered Financial Analyst (CFA) designation. She also holds the Investment Management Certificate (IMC).
Jade joined Quilter Cheviot in October 2017 and has seven years’ of industry experience in total. Prior to joining Quilter Cheviot, she worked as a fund analyst at ABN AMRO Investment Solutions in Paris, and as a fund researcher and investment analyst at Towers Watson beforehand. During Jade’s time at Towers Watson she was loaned to Lloyds Bank where she did fund selection alongside their in-house pension fund team. She also conducted a one year placement at American Express as a financial analyst.
Outside of work Jade is a keen traveller and is learning French. She also enjoys going to the theatre and plays squash.