Jonathan Raymond Cfa Email & Phone Number

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.