My clients entrust me with a significant part of their wealth, a responsibility I do not take lightly, and it is my job to invest their assets for the best returns, within the mandate and risk constraints that they give me. Building a personal relationship with clients is important to me and this is best achieved through good service and attention to detail.
Jonathan joined Quilter Cheviot in 2001 and has over 25 years’ experience of managing portfolios for private clients, charities, trusts and pension funds. He is a Fellow of the Chartered Institute for Securities & Investment
Outside of work Jonathan is a keen cyclist and skier. An interest in history led him into coin collecting, particularly ancient Greek coins. He is active in a number of local charities and is a member of the Rotary Club of Glasgow