INVESTOR TYPE Online Portfolio
Contact Offices

x

Quilter Cheviot welcomes Edward Walker to business development team

Quilter Cheviot (part of Old Mutual Wealth) continues to reinforce its business development team with the appointment of Edward Walker as regional development manager for the South West.

Edward joined from Zurich Insurance Group, where he worked as a business account manager and a platform consultant for over six years.

Commenting on his recent appointment, Edward said, “I am very excited to be joining Quilter Cheviot, a firm that has a strong reputation for its discretionary investment management services.”

He added, “Having worked in financial services for a significant amount of time I believe the specialist service a DFM provides is the way forward for financial advisers. I have a thorough understanding of some of the difficulties that advisers face, which I feel puts me in a strong position as a business development manager.”

Edward reports to James Rodgers, head of Quilter Cheviot’s Bristol office. He will be tasked with fulfilling new business targets, as well as developing new and existing relationships with financial advisers and other professional entities. He will be responsible for an area that according to data provider Experian has circa 30,752 individuals with more than £300,000 of investible assets outside the value of their homes.*

With more than a 240 year history, Quilter Cheviot opened its Bristol office in 1998. Since then, the company has achieved great success in the region and seen the office grow to 18 staff.

James said, “‎In today’s world of depersonalisation, Quilter Cheviot offers something different. Edward brings a wealth of experience having built successful relationships with an array of financial advisers in the South West and I have no doubt his knowledge and expertise will strengthen our team, enabling us to grow further and continue to deliver an excellent service. We are delighted to welcome Edward to the firm.”

Quilter Cheviot now manages more than £21.8 billion and is trusted by more than 40,000 individuals (as at 31 March 2017).

*Based on Experian prospectable data in July across email and direct mail.

Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results.

Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.

Share this article