Profiel
Ms. Claire L.
Carter is a Senior Associateat Quilter Cheviot Ltd.
Her role is to assist the team in developing and maintaining client relationships, maintain client records and assist with regular and ad-hoc reporting to clients.
Ms. Carter joined Laing & Cruickshank in 1992 and in 1994 joined the Charities team before moving to UBS Wealth Management following the take-over of Laing & Cruickshank.
She joined Cheviot in 2006 and assists with the management of portfolios for Charities, Trusts and individuals.
Before joining the Charities team Claire trained as an accountant.
Actieve functies van Claire Louise Carter
| Bedrijven | Functie | Begin |
|---|---|---|
Quilter Cheviot Ltd.
 Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Portefeuillebeheerder-Aandelen | 01-06-2013 |
Eerdere bekende functies van Claire Louise Carter
| Bedrijven | Functie | Einde |
|---|---|---|
Cheviot Asset Management Ltd.
 Cheviot Asset Management Ltd. Investment ManagersFinance Cheviot Asset Management Ltd. (CAM) is the investment advisory subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. Formerly known as Cheviot Capital Ltd., established in 1993, the firm is located in London and provides services to institutional investors, including pension funds, endowments, charities and government bodies, as well as financial intermediaries and high-net worth individuals. CAM offers discretionary, advisory and execution-only services and manage a UK-domiciled fund. | Portefeuillebeheerder-Aandelen | 01-06-2013 |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Cheviot Asset Management Ltd.
Cheviot Asset Management Ltd. Investment ManagersFinance Cheviot Asset Management Ltd. (CAM) is the investment advisory subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. Formerly known as Cheviot Capital Ltd., established in 1993, the firm is located in London and provides services to institutional investors, including pension funds, endowments, charities and government bodies, as well as financial intermediaries and high-net worth individuals. CAM offers discretionary, advisory and execution-only services and manage a UK-domiciled fund. | Finance |
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Finance |
