Rebecca is an Executive Director of Quilter Cheviot and her primary role as an investment manager is to construct and manage investment portfolios for private clients, pensions, trusts and companies. Rebecca constructs portfolios primarily on the basis that the investment is suitable and meets the needs of each client. This is driven by the client’s objectives, risk profile and base currency, using a different mix of asset classes (Equities, Fixed Income and Alternatives), to ensure a balance of risk versus return. Clients’ objectives may have an emphasis on capital growth, income or a total return expectation and should take account any ethical or tax restrictions and time horizon the client may have.
Rebecca was educated at Jersey College for Girls and Middlesex University. She is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI) and Chartered Wealth Manager. Rebecca is authorised by the Jersey Financial Services Commission (JFSC), Guernsey Financial Services Commission (GFSC), the Financial Conduct Authority (FCA) and the Financial Services Board (FSB) in South Africa.
Rebecca started her career in 1995 and has over 23 years’ experience in the investment management industry all of which has been with Quilter Cheviot. She is experienced at managing investment portfolios for long term structures. Rebecca was shortlisted in the Citywealth Powerwomen Awards in 2017, and features on the Citywealth Leaders List 2018.
Outside of work Rebecca enjoys spending time with her daughter, horse riding and winter sports.