Profil
Mr. Simon A.
Funge is an Executive Director & Head of Manchester office at Quilter Cheviot Ltd.
He was appointed Head of Manchester for Quilter Cheviot in September 2020.
He has over 30 years’ experience in the advice and Investment Management profession, working with IFA and Private Banks focused on meeting the needs of HNW clients with complex financial needs.
He has held senior roles with Lloyds Private Bank, NatWest IFA and more latterly Head of Financial Planning at Wesleyan.
A member of the CISI.
Aktive Positionen von Simon Alistair Funge
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.09.2020 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
