Profil
Mr. Samuel J.
Lathey is an Investment Adviser at Quilter Cheviot Ltd.
He provides a broad range Investment Management services, and look after portfolios for private clients, pensions, offshore bonds, trusts, and charities.
He works either directly with clients or via financial advisers, and structure portfolios tailored to each client’s specific situation and requirements.
He has more than a decade of experience in the industry.
Following a career as a professional Musician, Mr. Lathey commenced his investment career at UBS Wealth Management in 2006.
He graduated from The Guidhall School of Music & Drama with a degree in Music, and has completed the both the Investment Management Certificate (IMC) and the Chartered Wealth Manager level 7 qualification.
He is a Chartered Member of the Chartered Institute of Securities & Investment (CISI).
Postes actifs de Samuel James Lathey
| Sociétés | Poste | Début |
|---|---|---|
Bippit Ltd.
 Bippit Ltd. Internet Software/ServicesTechnology Services Bippit Ltd. is a British UK-based company that provides professional financial coaching services to employees. The company offers a complete solution that includes goal tracking, budgeting tools, workshops, webinars, account connections, health checks, and personalized resources. Bippit's coaching services are provided by fully qualified and regulated professionals who have years of training and experience. The company uses the latest technology combined with professional coaching to help employees feel more confident with their finances and more settled in their organization. Bippit provides detailed reports to help employers understand improvements in employee wellbeing while protecting employee privacy. The company was founded by Samuel James Lathey, Erich Schudt, Grace Tolley-Smith, and Samuel James Lathey has been the CEO since incorporation. | Directeur Général | - |
Anciens postes connus de Samuel James Lathey
| Sociétés | Poste | Fin |
|---|---|---|
Quilter Cheviot Ltd.
 Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Gestionnaire de Portefeuille-Actions | 21/06/2019 |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Finance |
Bippit Ltd.
Bippit Ltd. Internet Software/ServicesTechnology Services Bippit Ltd. is a British UK-based company that provides professional financial coaching services to employees. The company offers a complete solution that includes goal tracking, budgeting tools, workshops, webinars, account connections, health checks, and personalized resources. Bippit's coaching services are provided by fully qualified and regulated professionals who have years of training and experience. The company uses the latest technology combined with professional coaching to help employees feel more confident with their finances and more settled in their organization. Bippit provides detailed reports to help employers understand improvements in employee wellbeing while protecting employee privacy. The company was founded by Samuel James Lathey, Erich Schudt, Grace Tolley-Smith, and Samuel James Lathey has been the CEO since incorporation. | Technology Services |
