Rebecca Maltwood (Chartered FCSI)

Rebecca's career began with a role in tax administration with Ernst & Young in Jersey, offering valuable insights into offshore trust taxation where she reviewed investment portfolios. From this perspective, she decided that a career in investments was her future. With this foundation, she joined the investment management team at Quilter Cheviot in 1995. Having worked in the industry for many years now, she is an experienced practitioner with a proven track record in portfolio management, asset management, and global tactical asset allocation.

In her role as an Investment Director, her primary focus is delivering investment performance with a personalised service. In many cases managing clients' investments requires a tailored approach. Whether for private clients, family trusts, charities or corporate entities, portfolios can be structured to meet their unique requirements. Rebecca enjoys helping clients achieve their financial goals by maintaining open and regular communication, both in writing and through in-person meetings, to ensure adaptation of their evolving objectives.

Rebecca's experience and qualification of the CISI diploma have led her to be designated a Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. She is registered with the JFSC (Jersey) and FSCA (South Africa). Rebecca is also FinSA registered with BX Swiss AG to provide management and advisory services to Swiss resident clients.

As part of her role Rebecca sits on the committees for Investment Committee and Client Engagement, as well as the Responsible Investment Forum.

In 2020, Rebecca was shortlisted for the Women in Investment Awards, Woman of the Year – Investment.

Her interests include geopolitics, geography and geology.