Bristol OFFICE
Role at Quilter Cheviot
My primary role is to manage the investment portfolios of private clients, trusts and charities. I also work closely with Financial Advisers, Accountants and Solicitors to help their clients achieve their investment goals.
Education/Qualifications
Wilf is a Chartered Fellow of the Chartered Institute for Securities & Investment and an affiliate of The Society of Trust & Estate Practitioners.
Experience
Wilf began work in the investment industry in 1983 as a messenger boy and then blue button on floor of the London Stock Exchange. He has managed investment portfolios since 2004.
Other interests
Outside of work Wilf is a keen golfer and plays cricket very occasionally. He also has interest in wine, football and horse racing.
Meet the team
Head of OfficeInvestment Manager
Investment Director
Investment Administrator
Investment Director
Investment Administrator
Investment Manager
