Chris Beckett

Quilter is an active, research-driven manager which makes investment decisions based on the expertise and experience of their in-house team of researchers, supplemented by third party research. The firm uses a structured approach to construct portfolios for pooled and bespoke clients, selecting the asset classes, determining the proportions in each of the classes, identifying the appropriate geographical areas and markets and choosing the specific sectors in which to invest.

CCLA is an active, long-term manager which aims to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. The firm invests in global equity and debt across all market caps, with a focus on UK large-cap growth and value stocks.

Functions as a College/University

Functions as a College/University

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.