Andy Gray
Portfolio Manager-Equities bij Quilter Cheviot Ltd.
Profiel
Mr. Andrew P.
Gray is an Investment Manager at Quilter Cheviot Ltd.
His primary role is to manage client investments on behalf of private clients, charities, trusts and companies, ensuring that their portfolios meet their requirements.
His role also involves responding to client and adviser queries and providing prospective clients with the information they need to make an informed decision about the services.
Along with constructing and maintaining portfolios, he also meets with clients and their advisers to review their portfolios.
He has over a decade of experience within financial services.
He has been a member of the Charities Team since 2016, and is the charity specialist in the firm's Leicester office.
Prior to joining Quilter Cheviot, Mr. Gray worked as a financial adviser with Santander.
He graduated with a BEng (Hons) degree from Loughborough University in 2003.
He is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the CISI Chartered Wealth manager Qualification.
Actieve functies van Andy Gray
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Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Portfolio Manager-Equities | 01-06-2013 |
Opleiding van Andy Gray
Loughborough University | Undergraduate Degree |
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Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Finance |