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Myles Tunstall
Investment Manager
Liverpool
What attracted you to a career in wealth management?
I embarked upon my wealth management journey in 2006 with Tilney Investment Management, later acquired by Deutsche Bank Private Wealth Management. In 2011 I joined a number of fellow investment managers in establishing the Liverpool office of Cheviot Asset Management. Cheviot subsequently merged with Quilter Investment Management in January 2013 and was rebranded as Quilter Cheviot. I have over 15 years’ private client investment experience and, as an Investment Director, I am responsible for managing portfolios on behalf of individuals, trusts and pension funds. My role includes creating and implementing portfolios using a diverse range of asset classes including fixed interest, UK and international equities, and alternative assets, such as hedge funds, infrastructure, commodities and property.
How do you approach your role on a daily basis?
I believe personal service and regular engagement with clients is a key element of my role. This provides me with a solid understanding of their requirements, which in turn enables me to align portfolios with their evolving needs. Close collaboration with financial advisers provides a comprehensive framework, ensuring I have all the necessary information to deliver proper, considered investment management which is suitable for the clients’ needs.
What are your interests outside of work?
Outside office life I have a busy family schedule, with 3 young children. But when I do get the chance (which feels like a rare event these days!) I enjoy a round of golf with friends or getting out on my bike in the fresh air.