![John Roy Willis](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>)
John Roy Willis
Gestionnaire de Portefeuille-Actions chez
Quilter Cheviot Ltd.
Profil
Mr. John R.
Willis is an Investment Director at Quilter Cheviot Ltd. His role is to construct and manage clients’ portfolios in accordance with the objectives and relevant risk tolerance of individuals, trusts, charities and pension funds.
Mr. Willis works closely with a number of financial advisers, ensuring portfolios are tailored towards their client’s needs.
He is also responsible for the development of Court of Protection business in Liverpool, Chester and across North Wales.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI).
Postes actifs de John Roy Willis
| 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 | 01/06/2013 |
Formation de John Roy Willis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Leeds
 University of Leeds Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
