My primary role is to build and enhance relationships with intermediaries, introducers and HNW clients both offshore and internationally. I work closely with the Head of Jersey & International as well as our Investment Managers to ensure that we deliver the best possible service for clients whilst delivering our commercial objectives.
Mo is a Fellow of the Chartered Institute of Securities and Investment, a Chartered Wealth Manager and holds the Investment Management Certificate. He has also gained a Merit in Private Client Investment Advice and Management and Mortgage Advice and Practice. Internationally, he holds the STEP Certificate in International Trust Management and the Islamic Finance Qualification.
Mo has been with Quilter Cheviot for three years and has a total of over 20 years industry experience. Prior to Quilter Cheviot, he held senior roles at Credit Suisse, Close International Asset Management and HSBC Global Asset Management. He has been recognised by his peers via inclusion in the Citywealth Leaders Lists in 2014, 2015 and 2016 and was shortlisted for the Wealth Professional of the Year at the Citywealth Magic Circle Awards in 2016.
Outside of work, Mo enjoys spending quality time with his wife and 3 children. He is a member of the Lion’s Club of Jersey.