Quilter Cheviot
Jonathan Raymond CFA is an experienced investment manager with a strong background in portfolio management. Currently at Quilter Cheviot Ltd since May 2013, Jonathan specializes in helping clients with diverse investment goals, including retirement planning and ethical investing. Prior to this role, Jonathan worked at Vestra Wealth LLP from June 2008 to May 2013, managing portfolios for individuals, trusts, charities, and pension funds. Jonathan's career began at UBS Wealth Management as an investment assistant from October 2006 to June 2008. Jonathan holds a Master's degree in Economics and a Bachelor of Arts in Economics from the University of Exeter, as well as a foundational education from Monmouth School.
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Quilter Cheviot
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Making the right investment decisions takes skill, resources and experience. At Quilter Cheviot you will find all three in abundance, and is why we have been managing money for over 10 generations. This means that for your lifetime, and for generations to come, there is only one investment decision you need to make. Key facts about Quilter Cheviot: • One of the largest discretionary managers in the UK with over £25.2bn in funds under management* • Providing discretionary managed investment portfolios for private clients, professional intermediaries, charities, trusts and pension funds. • 14 offices across the UK, Jersey, the Dubai Internal Financial Centre, and a wholly-owned subsidiary in Ireland: Quilter Cheviot Europe Limited. • Managing portfolios for over 36,000 clients*. • Part of a FTSE 250 company (as part of Quilter PLC). *As at 30 June 2022 IMPORTANT: Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest. Investments or investment services referred to may not be suitable for all recipients, if you are in any doubt you should seek independent financial advice. The information published on LinkedIn (“Social Media”) by Quilter Cheviot Limited (“Quilter Cheviot”) should be used for information purposes only. None of the information contained on the Social Media constitutes: financial or other professional advice (whether legal, tax, accounting or otherwise); or a recommendation, offer or solicitation to purchase (or sell) an investment. In addition to the terms outlined here, the terms and conditions on http://www.quiltercheviot.com/important-information/ shall apply to the Social Media as if the term ‘Website’ referred to ‘Social Media’ instead.