My primary role is to assist investment managers in the day to day running of portfolios. I am often the first point of contact with our clients, due to my position in a front office role, carrying out a very broad range of tasks. My role includes the review and maintenance of existing clients’ portfolios, as well as construction of proposals aimed at securing new business.
Mark has 13 years finance industry experience, the last 10 years at Quilter Cheviot. He has knowledge of both operational and investment management functions. Mark holds the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.
Mark has completed the Investment Advice Diploma and is an associate of the CISI.
Outside of work, Mark is an avid angler, both at home and abroad. In addition, he is a keen golfer, and is increasingly incorporating photography into his pastimes.