My main responsibility is the management of discretionary private client portfolios, which include individual and family accounts, pensions, offshore bonds, charities, trusts and companies. I work closely with both direct clients and intermediaries as a main point of contact as well as taking a hands-on approach towards the underlying investments within portfolios.
Shabbir graduated from Loughborough University with a degree in Banking, Finance & Management and a further Diploma in Professional Studies. He holds the Chartered Institute for Securities and Investments (CISI) Chartered Wealth Manager qualification (RDR Level 7), as well as the Investment Management Certificate (IMC). Shabbir is a Chartered Member of the CISI (MCSI).
Shabbir joined Quilter Cheviot in October 2012 as having previously worked for UBS and the Capital Group in London. During that time he has risen from Trainee Investment Manager before being promoted to his current role.
Shabbir is a keen snowboarder and snooker player, and is learning to play golf. He keeps fit at the gym and enjoys track days in performance cars.