Birmingham OFFICEs

Mark Bates

Mark Bates

Trainee Investment Manager
Role at Quilter Cheviot
My primary role is to assist with the discretionary management of private client portfolios, pension funds, trusts, charities and offshore bonds, whilst studying towards the Chartered Wealth Management Masters qualification.
Education/Qualifications
Mark graduated from the University of Nottingham with a First Class Honours Degree in Management, and is an Associate Member of the Chartered institute for Securities and Investments (ACSI). Mark is currently studying towards the Chartered Wealth Management Masters Qualification.
Experience

Mark joined Quilter Cheviot in October 2017 after graduating from university in the summer.

Other interests

Outside of work Mark is a keen sports fan, with a particular interest in football, tennis and skiing. He is also an avid wolves fan.

Meet the team

Mark Stone
Executive DirectorInvestment Manager
Farrah Rahman
Investment Administrator