Emma Grant
Investment Manager
Edinburgh
What attracted you to a career in wealth management?
My interest in markets and wealth management developed initially through studying Economics at University and subsequently I joined the industry working for an institutional investment management firm, Franklin Templeton. During this time, I realised I wanted to focus more on working with underlying clients, helping them to achieve their objectives, and therefore I looked for an opportunity to move into private client discretionary investment management. After gaining experience working for a couple of other firms, I joined Quilter Cheviot in 2016 and was supported in obtaining the CISI Level 7 Chartered Wealth Manager qualification.
How do you approach your role on a daily basis?
My primary focus in my role as investment manager is delivering a high level of personalised service to clients. I tailor individual client portfolios to meet their specific requirements and look to build clients’ trust through engaging with them on a regular basis, ensuring that their portfolio remains aligned to their objectives and any changes in their circumstances.
What are your interests outside of work?
Outside of work, I enjoy being active and spending time in the outdoors either walking, cycling or skiing.