Andrew Jones
Investment Manager
London
Role at Quilter Cheviot
My primary role as an Investment Manager is to manage investment portfolios for clients, to best meet their objectives and approach to investment risk. Of equal importance is maintaining good communications and an on-going relationship with Quilter Cheviot. Key to this is working with clients’ other Advisers, be it a Financial Adviser, a Tax Specialist or Solicitor so that together we ensure that the client receives the most appropriate advice and outcome for their individual circumstances.
Andrew has been involved in the industry for about 25 years. Following experience in financial planning and investment fund research he has spent 12 years as an Investment Manager with Lester Aldridge, Berry Asset Management and latterly the Royal Bank of Canada. Throughout this time he has managed a range of direct, trust, pension, and charity portfolios.
Contact information
Explore more about Andrew
Andrew has an Economics degree and is a Member of the Securities Institute (MCSI).
Outside of work, Andrew enjoys Sailing, Motorcycling and walking his dogs.