My primary responsibility is managing discretionary private client, trust, pension and charity investment portfolios across multiple asset classes, primarily fixed income, equities, absolute return funds, infrastructure, commercial property and commodities. In addition I provide advisory and execution only stockbroking services.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment and also a Chartered Wealth Manager.
Jason has over 20 years’ investment management experience with the last 8 at Quilter Cheviot. He has a global client base, with particular focus in South Africa, Mauritius and other African countries, visiting regularly and working with trusted advisers and private clients in those regions.
In his spare time he is a passionate surfer with his two boys and enjoys boxing and cycling to stay fit. He also works with the charity Every Child Our Future, providing additional literacy support to children.