My primary role is to make sure that our clients’ get the best service Quilter Cheviot can offer, guiding them through investment choices that occur during their lifetime. I believe that the key and differentiating part of my role is to ensure that portfolios are built to suit individual needs, goals, expectations and lifestyle. The ongoing balancing of these factors keeps me very busy and my job all the more interesting.
I am particularly interested in smaller company investments within the technology and alternative energy sectors.
Edward graduated from the University of Exeter with a degree in Mechanical Engineering and through the completion of the CISI Diploma in 2011 has been made a Chartered Fellow of the Chartered Institute of Securities & Investments
Edward has been with us for five years and has a total of eleven years’ industry experience. He began his career at RBC Wealth Management in 2006 where he progressed to run the in house collective investment portfolio scheme in the discretionary investments team. In 2011 he moved to Santander Private Banking where he was responsible for offshore advisory investment portfolios.
Outside of work Edward is an avid classic car enthusiast, he organises the Quilter Cheviot cricket team and plays cricket most weekends for his local club. He is a keen rugby fan and gave up playing a few years ago. He also takes on charity bike rides including PruRide London. He is a keen supporter of the Bumblebee Conservation Society.