Profil
Mr. Simon E.
Doherty is a Head of Managed Portfolio Services at Quilter Cheviot Ltd. As lead portfolio manager on the MPS team, his role is to construct and implement our range of investment strategies on behalf of clients invested in our service.
Another of his key responsibilities is to chair Quilter Cheviot’s Investment Funds Committee (IFC).
The purpose of the IFC is to provide guidance to investment managers across the business who are constructing a portfolio of collective investments (“funds”) on behalf of their clients.
He joined Quilter Cheviot as a graduate in August 2007, and worked in the Birmingham office as a discretionary investment manager prior to joining the MPS team in March 2013.
Postes actifs de Simon Edward Mark Doherty
| Sociétés | Poste | Début |
|---|---|---|
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics. | Gestionnaire de Portefeuille-Actions | 01/06/2013 |
Formation de Simon Edward Mark Doherty
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Trinity College Dublin
Trinity College Dublin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics. | Finance |
















