Executive Director
CurrentI run discretionary portfolios of investments for individuals, including their pensions and trusts. I also mange porfolios for charities and small institutionsI am particularly involved in the management of corporate pensions, be they DB, DC or Group SIPPS, where I have been involved inthe development and marketing of the Quilter proposition. In addition to providing day to day investment management, I advise on asset allocation and the how to match future liabilities for DB schemes… Show more I run discretionary portfolios of investments for individuals, including their pensions and trusts. I also mange porfolios for charities and small institutionsI am particularly involved in the management of corporate pensions, be they DB, DC or Group SIPPS, where I have been involved inthe development and marketing of the Quilter proposition. In addition to providing day to day investment management, I advise on asset allocation and the how to match future liabilities for DB schemes, working with Trustees (or employers) and their pension advisers, such as actuaries or investment consultants.In addition I Chair the company's Treating Customers Fairly and conduct Risk Committee, represent Clients on our Responsible Business Committee, am Chair of the Trustees of the companies Defined Contribution Pension Scheme and I am Head of the QC Leicester Office Show less
