![Caroline J. Simmons](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>)
Caroline J. Simmons
Directeur en chef des Investissements chez
Quilter Cheviot Ltd.
Profil
Ms. Caroline J.
Simmons, CFA, is a Chief Investment Officer at Quilter Cheviot Ltd. She is responsible for the oversight and governance of the investment process and research offering, supported by a team of research professionals.
She is a member of Quilter Cheviot's Executive Committee and chairs the Asset Allocation Committee.
Prior to joining Quilter Cheviot, she was Chief Investment Officer of UBS Wealth Management UK, where she worked for a twenty-year period.
She started her career as a fund specialist followed by roles including equity analyst, equity strategist and Deputy Head of the UK Investment Office.
Ms. Simmons has a BA (hons) in Geography from the University of Oxford and was awarded the CFA Charter in 2006.
Postes actifs de Caroline J. Simmons
| 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. | Directeur en chef des Investissements | 01/03/2024 |
Anciens postes connus de Caroline J. Simmons
| Sociétés | Poste | Fin |
|---|---|---|
UBS AG (Private Banking UK)
 UBS AG (Private Banking UK) Investment ManagersFinance UBS AG is an active manager which offers investment capabilities and styles across traditional and alternative asset classes. The firm provides clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. | Directeur en chef des Investissements | 01/02/2024 |
Formation de Caroline J. Simmons
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Oxford
 University of Oxford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS AG (Private Banking UK)
UBS AG (Private Banking UK) Investment ManagersFinance UBS AG is an active manager which offers investment capabilities and styles across traditional and alternative asset classes. The firm provides clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. | 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 |
