Profil
Ms. Catherine P.
Morris is an Executive Director at Quilter Cheviot Ltd. She is responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds by 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.
Ms. Morris joined Cheviot in 2011 as part of a team from Deutsche Bank PWM to set up the Liverpool office of Cheviot Asset Management.
Cheviot merged with Quilter Investment Management in January 2013 and was rebranded as Quilter Cheviot.
She graduated from Liverpool University with a degree in Economics and she is a Chartered Fellow of the Securities Institute.
Postes actifs de Catherine Patricia Morris
| Sociétés | Poste | Début |
|---|---|---|
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics. | Gestionnaire de Portefeuille-Actions | 01/06/2013 |
Anciens postes connus de Catherine Patricia Morris
| Sociétés | Poste | Fin |
|---|---|---|
Cheviot Asset Management Ltd.
Cheviot Asset Management Ltd. Investment ManagersFinance CAM invests in multi-asset fund of funds primarily in global equities, fixed interest and cash. The firm's objective is to deliver a balance of income and capital growth. To offer protection on the downside, they also invest in alternative assets such as property, hedge fund of funds, and structured products. They benchmark against the FT APCIMS balanced index | Gestionnaire de Portefeuille-Actions | 01/06/2013 |
Formation de Catherine Patricia Morris
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Entreprise privées
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
The University of Liverpool
The University of Liverpool Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cheviot Asset Management Ltd.
Cheviot Asset Management Ltd. Investment ManagersFinance CAM invests in multi-asset fund of funds primarily in global equities, fixed interest and cash. The firm's objective is to deliver a balance of income and capital growth. To offer protection on the downside, they also invest in alternative assets such as property, hedge fund of funds, and structured products. They benchmark against the FT APCIMS balanced index | Finance |
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics. | Finance |
















