![Simon Alistair Funge](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>)
Simon Alistair Funge
Gestionnaire de Portefeuille-Actions chez
Quilter Cheviot Ltd.
Finance
Profil
Mr. Simon A. Funge is an Executive Director & Head of Manchester office at Quilter Cheviot Ltd. He was appointed Head of Manchester for Quilter Cheviot in September 2020.
He has over 30 years’ experience in the advice and Investment Management profession, working with IFA and Private Banks focused on meeting the needs of HNW clients with complex financial needs.
He has held senior roles with Lloyds Private Bank, NatWest IFA and more latterly Head of Financial Planning at Wesleyan.
A member of the CISI.
Postes actifs de Simon Alistair Funge
| 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 | 01/09/2020 |
Anciens postes connus de Simon Alistair Funge
| Sociétés | Poste | Fin |
|---|---|---|
Wesleyan Financial Services Ltd.
 Wesleyan Financial Services Ltd. Multi-Line InsuranceFinance Provides personal and commercial insurance services | Corporate Officer/Principal | 01/10/2020 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wesleyan Financial Services Ltd.
Wesleyan Financial Services Ltd. Multi-Line InsuranceFinance Provides personal and commercial insurance services | 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 |
