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Suneet Kumar
Gestionnaire de Portefeuille-Actions chez
Quilter Cheviot Ltd.
Profil
Mr. Suneet Kumar is an Investment Manager at Quilter Cheviot Ltd. He joined Quilter Cheviot in 2017 and his primary responsibility is the management of portfolios on behalf of individuals, trusts, charities and pensions.
He often works in partnership with financial planners, focusing on delivering investment solutions whilst planners manage the overall financial plan.
Mr. Kumar started working within the investment management sector in 1999.
Prior to joining Quilter Cheviot, he was a founding member of the Private Client team at Seven Investment Management.
He has also worked at Barclays Wealth & Investment Management and HSBC Global Asset Management.
He graduated from Lancaster University with a degree in Law and completed the Legal Practice Course at the University of Law.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Postes actifs de Suneet Kumar
| 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 | 19/10/2017 |
Anciens postes connus de Suneet Kumar
| Sociétés | Poste | Fin |
|---|---|---|
Seven Investment Management LLP
 Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | Corporate Officer/Principal | 01/09/2017 |
Barclays Investment Solutions Ltd.
 Barclays Investment Solutions Ltd. Investment ManagersFinance BISL is an active, growth-oriented manager which aims to add value and outperform set benchmarks by taking active asset allocation decisions and stock selection positions within markets. The firm's investment team allocates assets and selects stock based on client income and capital requirements. A range of general ethical exclusions can be accommodated within their investment strategies and a specialist ethical team supports tailored ethical mandates. | Corporate Officer/Principal | 01/10/2013 |
HSBC Global Asset Management (UK) Ltd.
 HSBC Global Asset Management (UK) Ltd. Investment ManagersFinance HSBC GAM-UK provides a globally- consistent, disciplined, investment process across their major capabilities. The firm aims to achieve sustainable solutions for their clients. In their investment process, Environmental Social Governance (ESG) analysis is incorporated alongside financial analysis to quantify a company’s potential risks and returns over the longer term. HSBC GAM-UK utilizes various methods of analysis in formulating investment advice or managing assets. | Corporate Officer/Principal | 01/04/2010 |
Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance BISL is an active, growth-oriented manager which aims to add value and outperform set benchmarks by taking active asset allocation decisions and stock selection positions within markets. The firm's investment team allocates assets and selects stock based on client income and capital requirements. A range of general ethical exclusions can be accommodated within their investment strategies and a specialist ethical team supports tailored ethical mandates. | Corporate Officer/Principal | 27/10/2006 |
Formation de Suneet Kumar
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
HSBC Global Asset Management (UK) Ltd.
HSBC Global Asset Management (UK) Ltd. Investment ManagersFinance HSBC GAM-UK provides a globally- consistent, disciplined, investment process across their major capabilities. The firm aims to achieve sustainable solutions for their clients. In their investment process, Environmental Social Governance (ESG) analysis is incorporated alongside financial analysis to quantify a company’s potential risks and returns over the longer term. HSBC GAM-UK utilizes various methods of analysis in formulating investment advice or managing assets. | Finance |
Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance BISL is an active, growth-oriented manager which aims to add value and outperform set benchmarks by taking active asset allocation decisions and stock selection positions within markets. The firm's investment team allocates assets and selects stock based on client income and capital requirements. A range of general ethical exclusions can be accommodated within their investment strategies and a specialist ethical team supports tailored ethical mandates. | Finance |
University of Lancaster
 University of Lancaster Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Seven Investment Management LLP
Seven Investment Management LLP Investment ManagersFinance 7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes. | 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 |
