![Samuel James Lathey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Samuel J.
Lathey is an Investment Adviser at Quilter Cheviot Ltd. He provides a broad range Investment Management services, and look after portfolios for private clients, pensions, offshore bonds, trusts, and charities.
He works either directly with clients or via financial advisers, and structure portfolios tailored to each client’s specific situation and requirements.
He has more than a decade of experience in the industry.
Following a career as a professional Musician, Mr. Lathey commenced his investment career at UBS Wealth Management in 2006.
He graduated from The Guidhall School of Music & Drama with a degree in Music, and has completed the both the Investment Management Certificate (IMC) and the Chartered Wealth Manager level 7 qualification.
He is a Chartered Member of the Chartered Institute of Securities & Investment (CISI).
Postes actifs de Samuel James Lathey
| Sociétés | Poste | Début |
|---|---|---|
Bippit Ltd.
 Bippit Ltd. Internet Software/ServicesTechnology Services Operates as a financial support platform | Directeur Général | - |
Anciens postes connus de Samuel James Lathey
| Sociétés | Poste | Fin |
|---|---|---|
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 | 21/06/2019 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Bippit Ltd.
Bippit Ltd. Internet Software/ServicesTechnology Services Operates as a financial support platform | Technology Services |
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