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Benjamin Luck

Investment Performance Analyst
London

What attracted you to a career in wealth management?

My journey into wealth management started as an Investment Analyst with Hawksmoor Investment Management. Over four years, I honed my analytical skills and financial knowledge. Later, I transitioned to Quilter Cheviot as an Investment Performance Analyst, a role that required me to evaluate and optimize investment strategies. This path allowed me to combine my passion for finance with a commitment to helping clients achieve their financial goals.

How do you approach your role on a daily basis?

As an Investment Performance Analyst at Quilter Cheviot, my role is to ensure that clients' investments are performing optimally. I analyse portfolios to discover the key drivers behind performance, which feeds into the decision-making process. While I am not in a client-facing role, my work indirectly supports the team in delivering tailored investment strategies that align with client objectives.

What are your interests outside of work?

Beyond my professional life, I enjoy spending my free time playing golf. It is a sport that allows me to unwind and enjoy the outdoors. Golf not only keeps me active but also offers a welcome break from the demands of my work in wealth management.

The value of your investments and the income from them can fall and you may not recover what you invested.