Search the leading directory for the private wealth industry

Manage your profile

Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.

Upgrade profile options
Mo Baluchi

Mo Baluchi

Executive Director

Specialism: Private Bankers & Investment Managers Investment Management

Company: Quilter Cheviot

Location: St Helier, Jersey

Citywealth rating

4.1875
Average: 4.2 (4 votes)
Fee Level:
4.666665
Average: 4.7 (3 votes)
Quality of Advice
5
Average: 5 (3 votes)
Communications Skills
5
Average: 5 (3 votes)
Interpersonal Skills
5
Average: 5 (3 votes)
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

I have worked with Mo for a number of years and he has always demonstrated a high level of professionalism. Mo has a vast amount of experience in investment management and is currently studying towards his STEP diploma. I'm sure this will aid him in developing links with regulated Trust and Company service providers and I look forward to working with him more closely in the near future.

Chris Mourant    Fairway Trust Limited   
22 Aug 2018

Peer review:

Mo is the go-to man in Jersey for financial services and combines his commercial acumen with expert knowledge of the current market and is recognised as an outstanding business development ambassador.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

next >
< back

Mo has worked in the financial services industry for nearly twenty years and is responsible for developing business relationships with intermediaries, introducers and HNW private clients both locally and internationally. He has held senior roles within multinational financial institutions and joined Quilter Cheviot from Credit Suisse where he was head of intermediaries (Jersey). Mo is a chartered FCSI, a chartered wealth manager and a member of the personal Finance Society and Chartered Insurance Institute. He was recognised in the Citywealth Leaders lists for 2014 and 2015.

 

2017 

Mo Baluchi currently has no Citywealth award

Mo Baluchi currently has not indicated their average client size

Mo Baluchi currently has not indicated if they have a fixed fee offering

Quilter Cheviot

Number of offices globally: More than 5

Quilter Cheviot, Windward House, La Route de la Liberation, St Helier, Jersey, Channel Islands, JE1 1QJ

T: +44 (0)1534 506158

http://www.quiltercheviot.com

Peer review:

I have worked with Mo for a number of years and he has always demonstrated a high level of professionalism. Mo has a vast amount of experience in investment management and is currently studying towards his STEP diploma. I'm sure this will aid him in developing links with regulated Trust and Company service providers and I look forward to working with him more closely in the near future.

Chris Mourant    Fairway Trust Limited   
22 Aug 2018

Peer review:

Mo is the go-to man in Jersey for financial services and combines his commercial acumen with expert knowledge of the current market and is recognised as an outstanding business development ambassador.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Mo Baluchi currently has no reviews

Mo Baluchi currently has no case studies