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Specialism: Private Bankers & Investment Managers Investment Management
Company: Quilter Cheviot
Location: St. Helier, Jersey
Mike has worked at Quilter Cheviot for over nine years and has been a fully qualified investment manager for over six of these. Mike has a further four years’ finance industry experience, with a bias to accountancy which is extremely helpful when looking at companies’ financial statements. He deals with private clients, advisers, trustees and charities to make sure their investment management needs are met. Once a client’s needs are identified, Mike will construct a portfolio consisting of fixed income, equity and alternatives to meet their financial goals within their unique risk parameters.
2017 Future Leaders Awards
Private Banker Investment Manager of the Year - Institutional | Bronze
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Fixed fee offering: No
Number of offices globally: More than 5
Windward House, St Helier,La Route de la Liberation,Jersey, Channel Islands, JE1 1QJ
T: +44 (0)1534 506156
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