![Edward James Murrell Lummis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Edward James Murrell Lummis
Portefeuillebeheerder-Aandelen bij Quilter Cheviot Ltd.
Profiel
Mr. Edward J.
Lummis is an Investment Director at Quilter Cheviot Ltd.
He is responsible for the management of a range of discretionary multi-asset investment portfolios, designed to help clients achieve their long term financial goals.
Mr. Lummis works with a variety of clients from direct individuals to personal pensions and trusts and has a focus on constructing bespoke pension portfolios for clients in the pre and post-retirement phase.
This includes working with offshore pension solutions such as QROPS (Qualifying Recognized Overseas Pension Schemes) as well as using offshore bond solutions and various trust structures to help meet the varying needs of clients.
In addition to this, Mr. Lummis also works as part of the Quilter Cheviot Charities Group in the management and reporting of portfolios held for a range of charity and not-for-profit organizations.
He has over 9 years of experience managing portfolios on behalf of clients.
Mr. Lummis started his investment career in equity research at N+1 Singer Capital Markets.
He holds a BSc in Experimental Psychology from the University of Bristol.
He is a Chartered Fellow of the Institute for Securities & Investment and has completed the Investment Management Certificate and Masters in Wealth Management.
Actieve functies van Edward James Murrell Lummis
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 |
Opleiding van Edward James Murrell Lummis
University of Bristol | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
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 |