Charles Francis Harry Clayton
Gestionnaire de Portefeuille-Actions chez Quilter Cheviot Ltd.
Profil
Mr. Charles F.
Clayton is an Executive Director at Quilter Cheviot Ltd.
His primary role is to manage discretionary and advisory investment portfolios across multiple asset classes for private clients, financial intermediaries, pension funds and charities.
Mr. Clayton joined Quilter & Co. Ltd.
in January 2012, having begun his career as a stockbroker/fixed income trader in 1986.
He progressed onto portfolio management in 1995 and sat on asset allocation and stock selection committees and had responsibility for analysing companies within the oil sector.
He was schooled at Ampleforth College and has completed his professional exams with the Chartered Institute For Securities & Investment (CISI).
He is a Chartered Fellow of CISI and a Chartered Wealth Manager.
Postes actifs de Charles Francis Harry Clayton
| Sociétés | Poste | Début |
|---|---|---|
Quilter Cheviot Ltd.
 Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Gestionnaire de Portefeuille-Actions | 01/06/2013 |
Anciens postes connus de Charles Francis Harry Clayton
| Sociétés | Poste | Fin |
|---|---|---|
Quilter & Co. Ltd.
 Quilter & Co. Ltd. Investment ManagersFinance Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies. | Director of Investments | 01/06/2013 |
Collins Stewart (CI) Ltd.
 Collins Stewart (CI) Ltd. Investment ManagersFinance Collins Stewart (CI) Ltd. is the Great Britain-based subsidiary of Canaccord Genuity Wealth (International) Ltd., itself a subsidiary of Canaccord Financial, Inc. (TSE: CF) in Canada. Founded in 1991, the firm provides stockbroking and investment management services from offices in Guernsey, Jersey and the Isle of Man to a range of customers including private clients, trusts, charities, pension funds and private companies. | Director of Investments | 01/01/2012 |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Collins Stewart (CI) Ltd.
Collins Stewart (CI) Ltd. Investment ManagersFinance Collins Stewart (CI) Ltd. is the Great Britain-based subsidiary of Canaccord Genuity Wealth (International) Ltd., itself a subsidiary of Canaccord Financial, Inc. (TSE: CF) in Canada. Founded in 1991, the firm provides stockbroking and investment management services from offices in Guernsey, Jersey and the Isle of Man to a range of customers including private clients, trusts, charities, pension funds and private companies. | Finance |
Quilter & Co. Ltd.
Quilter & Co. Ltd. Investment ManagersFinance Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies. | Finance |
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Finance |
