Index

UHNW Wealth Managers

Wealth Managers - Jersey

Location

St Helier

Advice type

Investment management

Wealth management

Wealth planning

Wealth structuring

Client Types

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Richard Pemberton

Spear's Review

Quilter Cheviot investment director Richard Pemberton joined the firm in 2020 from Canaccord Genuity, where he was lead manager for ‘several large bespoke mandates’, according to an industry observer.

His hire was part of Quilter Cheviot’s strategic move to bolster its existing investment management offering for private clients and intermediaries. At the time of writing, Quilter Cheviot had one of the largest discretionary investment management teams in the Channel Islands.

Pemberton has been specialising in ‘low-risk investment solutions since 2000’ and within his role is broadly responsible for growing the firm’s AuM as well as building and retaining UHNW client relationships. The client-facing adviser also manages investments.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

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