Jack Crawford
Investment Manager
Glasgow
What attracted you to a career in wealth management?
Joining Quilter Cheviot’s Glasgow Office in June 2019, I found my passion for wealth management. As an Investment Manager managing portfolios for Private Clients, Pensions, Trusts, and Charities, I leverage my qualifications to provide personalized service. My journey involves close collaboration with clients and financial advisers, ensuring a high-quality experience tailored to their unique needs.
How do you approach your role on a daily basis?
In my role since June 2019, I prioritize client relationships. Managing portfolios for various entities, I work closely with clients and their advisers, offering a personalized service. Regular contact and meetings ensure their objectives are met, contributing to the exceptional service I strive to provide.
What are your interests outside of work?
Beyond my professional pursuits, I find enjoyment in playing badminton and golf. These activities provide a well-rounded balance to my life outside of the wealth management realm.