Profiel
Mr. John R.
Willis is an Investment Manager at Quilter Cheviot Ltd.
His role is to construct and manage clients’ portfolios in accordance with the objectives and relevant risk tolerance of individuals, trusts, charities and pension funds.
Mr. Willis works closely with a number of financial advisers, ensuring portfolios are tailored towards their client’s needs.
He is also responsible for the development of Court of Protection business in Liverpool, Chester and across North Wales.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI).
Actieve functies van John Roy Willis
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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. | Portefeuillebeheerder-Aandelen | 01-06-2013 |
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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 |