My primary role within Quilter Cheviot is as a Discretionary Fund Manager of private client, pension, trust and charity portfolios, the majority of which are located across the North of England. This involves the day-to-day management of the underlying clients’ investments, consistently reviewing portfolios to ensure they remain suitable for the clients’ investment profile and attending review meetings to discuss past performance and provide guidance on current market conditions. I also work closely with the firms Regional Development Managers to develop avenues for new business, primarily with financial advisers.
Graham qualified as a member of Chartered Institute for Securities & Investment (CISI) in September 1990 and is now a Fellow of the Chartered Institute.
Graham started his career at 17 years of age with Liverpool Stockbrokers Neilson Hornby Crichton in 1984 and after spending four years there and a further 2 years working for another broker, Robert White, in Manchester, he returned to Liverpool in 1990 to work at Tilney Investment Management, where he spent a total of 21 years. He moved to Quilter Cheviot to take up his current role in October 2011.
Outside of work Graham spends most of his time with his wife and two young children while also enjoying watching most sports and reading. He is a lifelong supporter and season ticket holder at Everton Football Club and also undertakes voluntary work with the club’s ‘Everton In The Community’ charity.