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John Mayo

Quilter Cheviot
Fund management

Contact Information:

39 Bennetts Hill
Birmingham, West Midlands B2 5SN
United Kingdom
T: 07799 761652

Years in Business:

 

16

Clients I'm Seeking:

 

Quilter Cheviot specialise in providing bespoke discretionary investment management services on behalf of private clients, charities and trusts and pension funds. We can trace our ancestry back to 1771 and since that time all we have done is manage investments. We have no IFA arm which eliminates any potential conflict of interest. We have a disciplined investment process and each portfolio within our core service is unique to each individual client.

About My Business:

 

I am an Investment Director at Quilter Cheviot and work within the Birmingham office. I started at Quilter in August 1997 and currently manage client assets of just over £150m. I am a strong believer in developing mutually beneficial, reciprical business relationships and concentrate on providing a first class service to my clients and their advisers. I lead a team of 5 and we all work toegether on all client matters. I undertake the initial meeting with clients and their advisers and all subsequent regular review meetings. I manage my clients investments with the support of my team.

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