Alison Moore
Executive Director
Liverpool
What attracted you to a career in wealth management?
My journey started over 25 years ago before joining Cheviot Asset Management in 2011, which later merged into Quilter Cheviot. I specialise in managing portfolios for private clients, pensions, and trusts across various asset classes and am a Chartered Fellow of the Institute of Securities & Investment.
How do you approach your role on a daily basis?
My role involves managing portfolios, catering to individuals, trusts, charities, and pension funds, investing in diverse asset classes, including fixed interest, equities, and alternative assets, to help clients achieve their goals. Regular and transparent communication, both written and through in-person meetings, has been instrumental in building strong client relationships.
What are your interests outside of work?
Beyond the office, I like spending time with my young family, walking the dog and enjoy yoga and swimming.