Daniel Stamford
Investment Director
London
Role at Quilter Cheviot
My role is to manage bespoke investment portfolios on behalf of private clients, charities and specialise in working with Court of Protection deputies, who look after protected parties who have suffered a catastrophic injury. I manage the ongoing investment and review of these portfolios, ensuring they continue to meet a client's evolving investment objectives and reflect the prevailing market conditions.
Daniel began his career at Capel-Cure Myers (latterly Gerrard) in a specialist pensions and charities team. He joined the company in 2004, where he is responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds.
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Daniel graduated with a BA (Hons) in business studies from Middlesex University in 1990. He is a member of the Securities & Investment Institute (MCSI).