Daniel Jolliffe
Investment Director
Jersey
Role at Quilter Cheviot
My primary role is to manage discretionary and advisory investment portfolios across multiple asset-classes for charities, financial intermediaries and Private Clients. My specific focus is on managing investment portfolios for clients that are based in the Middle-East and Switzerland.
I have over 15 years experience in the financial services industry and am a Chartered Fellow of the Chartered Institute for Securities and Investments.
I am also one of two Jersey-based Investment Manager's that manage discretionary investment portfolios on behalf of various Charities.
Contact information
Explore more about Daniel
I hold the Private Client Investment Advice & Management (PCIAM) qualification, as well as the Investment Management Certificate (IMC). During the last 6 months, I have also passed the Islamic Finance Qualification (IFQ) and the Certificate in ESG Investing and am the ESG lead for the Jersey Office.
I enjoy most sports but particularly football and rugby and enjoy keeping fit.