Members of the Quilter Cheviot Jersey team have been recognised amongst the brightest and the best of the private wealth management and private client industry.
For the fourth year in a row, individuals from the Jersey team have secured high profile placements in the prestigious Citywealth Leaders List.
The Citywealth Leaders List is a directory of leading professionals in the private wealth management and private client industry. The result of an ongoing year-long programme of peer recommendation and verification, the list brings together lawyers, accountants, family offices, private bankers and trustees who deal with private clients with fortunes in excess of £20m but often up to several billion.
This year, Quilter Cheviot’s Head of Jersey Office and Head of International, Tim Childe has been recognised as a prominent figure in the Private Bankers & Investment Managers category of the Leaders List, along with Executive Director, Mo Baluchi.
This is the fourth year in a row that Tim has secured a place in the listing; recognition of the wealth of experience he possesses. He has spent more than 29 years’ in the investment management industry, the last 26 of which have been with Quilter Cheviot.
As well as heading up the Quilter Cheviot Jersey office, Tim leads the firm’s Jersey-based international team and works closely with parent company Old Mutual Wealth to offer tailored investment solutions to an extensive international client base, ranging from Europe to Africa and the Middle East.
Mo, who also has appeared in the leaders list for three consecutive years, has worked in the financial services industry for nearly 20 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).
Alongside Tim and Mo, Citywealth has also recognised the achievements of Jersey-based Quilter Cheviot Executive Director, Rebecca Sturgeon and Investment Manager Michael Bull.
Rebecca, who has been with Quilter Cheviot for more than 20 years and manages portfolios for high net worth private clients, trusts and corporate structures has been shortlisted for the Citywealth Powerwomen Awards 2016 in the Woman of the Year: Leadership category. The awards champion women in the wealth sector and highlight the female leaders of today and tomorrow.
Michael has been shortlisted for the Citywealth Future Leaders Awards 2016 in the Private Banker / Investment Manager of the Year – Institutional category. The Future Leaders Awards recognise young professionals in the wealth sector and highlight the leaders under 40 of today and tomorrow.
Gratefully acknowledging the accolades, Tim Childe said, “It is enormously pleasing to see members of our team recognised for their level of commitment and for consistently delivering client service excellence. Longevity of client and intermediary relationships is central to our business model and by retaining highly experienced, expert team members like Mo, Rebecca and Michael we can maintain those relationships.
“At the same time, with the Jersey office playing such a key role in delivery of Quilter Cheviot’s international ambitions, our outstanding team helps us to be at the forefront of innovation, constantly seeking new investment opportunities from across the globe.
“It is important to stress, of course, that we employ a 24 strong team in the Jersey office and I’m proud to say that every member of that team plays a part in securing our continued success.”
Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results.
Left to right: Tim, Mo, Michael, Rebecca