David Henry, Investment Manager at Quilter Cheviot, alongside Gemma Woodward, Head of Responsible Investment and Simon Doherty, Head of MPS (Managed Portfolio Service) will speak at the Headlinemoney Masterclass session on Thursday 20 April.

David's job is to ensure that his clients’ individual portfolios are constructed in such a way as to meet their financial objectives and distinct requirements. He makes the day to day decisions regarding client holdings, and ensure that they, as well as their advisers, remain up to date and comfortable with the progress of their investments through all kinds of markets.

As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping our clients invest for a lifetime of opportunities and challenges. Today we are trusted by over 36,000 clients to manage £25.5 billion of assets under management (as at 31 December 2022).