I am responsible for the management of one of the London investment management teams. We are five investment managers strong and together with our support staff we aim to provide a personal investment management service to all of our clients and introducers. Two of the team are responsible for running the stockbroking team where we provide an advice and execution only service for Quilter Cheviot’s self-directed clients.
Over the years, I have developed relationships with financial advisers, solicitors and accountants and many of my clients have been introduced from this network. I am still actively keen to nurture these and other relationships so that my clients benefit from having the correct and relevant professional advice.
I manage a wide array of private client portfolios including SIPPs, offshore bonds, trusts and charities.
Tim is a Chartered Fellow of the Chartered Institute for Securities and Investment, CISI.
Tim joined Quilter Cheviot in 2008 and now has 30 years’ experience in investment management. Following completing an Economics degree, at university in Edinburgh, he started his career with the Swiss private bank, Julius Baer. Having set up his own discretionary management business and working for Merrill Lynch and Thesis he believes in providing a service for each client that is appropriate and uses a structured and well-resourced investment process
Tim is married with three children and spends much of his time supporting the children’s sporting endeavours, is a keen golfer and has just run his last marathon (limbs have suffered enough!).