Masterclass speaker: Simon Doherty, Head of MPS (Managed Portfolio Service), Quilter Cheviot

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

Simon joined Quilter Cheviot in 2007. He is Head of Managed Portfolio Services and a member of the firm’s Investment Funds Committee. A graduate of Trinity College Dublin with a first class honours degree, Simon has completed the Investment Management Certificate (IMC), the CISI Masters in Wealth Management and has passed Level I of the CFA Program. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

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).

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