Investment Manager
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@quiltercheviot.com
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Jonathan Raymond Cfa is listed as Investment Manager at Quilter Cheviot: Managing Wealth and Investments for Individuals at Quilter Cheviot Ltd, a company with 483 employees, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at quiltercheviot.com and a matched LinkedIn profile for Jonathan Raymond Cfa.
Jonathan Raymond Cfa previously worked as Investment Manager at Quilter Cheviot Ltd and Investment Manager at Vestra Wealth Llp. Jonathan Raymond Cfa holds Masters, Economics from University Of Exeter.
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I am an investment manager looking after portfolios for a broad array of clients and their advisers. This involves ensuring that portfolios are constructed and managed in line with each individual client’s requirements and objectives to ensure consistent outcomes. Allied to this, I pride myself on providing a high level of service and timely communication to ensure clients feel as though their investments are in safe hands.I joined Quilter Cheviot in 2013 after spells with a large private bank and small, start-up wealth management firm. I have nearly 20 years investment experience and sits on the Asset Allocation and Investment Funds Committees, helping shape the firm’s investment strategy.I completed a Master’s Degree in Economics having graduated with a First Class Honours degree in Economics from the University of Exeter. I attained Chartered Financial Analyst designation (CFA) in 2011 and am a Chartered Member of the Chartered Institute of Securities and Investments (CISI).Married with two young children, I am originally from a Welsh farming family and regularly return to the farm to keep my hand in. I enjoy numerous sporting activities including rugby and golf when time allows, and have a keen interest in economics, politics and current affairs.
Listed skills include Investments, Portfolio Management, Wealth Management, Investment Management, and 11 others.
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London, United Kingdom
Whether you are investing for retirement, your family or have ethical preferences that you want managed, we have the expertise to help you.
Portfolio management for individuals, Trusts, Charities and Pension Funds.
Other employees you can reach at quiltercheviot.com. View company contacts for 483 employees →
Leonie Lacie M.
Colleague at Quilter Cheviot Ltd
United Kingdom, United Kingdom
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CS
Craig Stirling
Colleague at Quilter Cheviot Ltd
Glasgow, Scotland, United Kingdom, United Kingdom
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AG
Andrew Gilbert, Cfa
Colleague at Quilter Cheviot Ltd
Greater Edinburgh Area, United Kingdom
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NR
Nikolas Ramsey
Colleague at Quilter Cheviot Ltd
Bristol, England, United Kingdom, United Kingdom
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SS
Samuel Smith
Colleague at Quilter Cheviot Ltd
London, England, United Kingdom, United Kingdom
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JB
Jack Bishop
Colleague at Quilter Cheviot Ltd
Manchester Area, United Kingdom, United Kingdom
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DR
David Rogerson
Colleague at Quilter Cheviot Ltd
Glasgow, Scotland, United Kingdom, United Kingdom
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ZS
Zahra Somani
Colleague at Quilter Cheviot Ltd
Solihull, England, United Kingdom, United Kingdom
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LH
Lois Hawkins
Colleague at Quilter Cheviot Ltd
Greater Newport Area, United Kingdom
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SR
Stephen Rooney
Colleague at Quilter Cheviot Ltd
Ireland, Ireland
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Jonathan Raymond Cfa works for Quilter Cheviot Ltd.
Jonathan Raymond Cfa is listed as Investment Manager at Quilter Cheviot: Managing Wealth and Investments for Individuals at Quilter Cheviot Ltd.
AeroLeads has found 1 work email signal at @quiltercheviot.com for Jonathan Raymond Cfa at Quilter Cheviot Ltd.
Jonathan Raymond Cfa is based in Greater London, England, United Kingdom while working with Quilter Cheviot Ltd.
Jonathan Raymond Cfa has worked for Quilter Cheviot Ltd, Vestra Wealth Llp, and Ubs Wealth Management.
Jonathan Raymond Cfa's colleagues at Quilter Cheviot Ltd include Leonie Lacie M., Craig Stirling, Andrew Gilbert, Cfa, Nikolas Ramsey, and Samuel Smith.
You can use AeroLeads to view verified contact signals for Jonathan Raymond Cfa at Quilter Cheviot Ltd, including work email, phone, and LinkedIn data when available.
Jonathan Raymond Cfa holds Masters, Economics from University Of Exeter.
Jonathan Raymond Cfa is listed with skills including Investments, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Equities, Investment Advisory, and Securities.
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