Edward James Murrell Lummis

Mr. Edward J.
Lummis is an Investment Director at Quilter Cheviot Ltd.
He is responsible for the management of a range of discretionary multi-asset investment portfolios, designed to help clients achieve their long term financial goals.
Mr. Lummis works with a variety of clients from direct individuals to personal pensions and trusts and has a focus on constructing bespoke pension portfolios for clients in the pre and post-retirement phase.
This includes working with offshore pension solutions such as QROPS (Qualifying Recognized Overseas Pension Schemes) as well as using offshore bond solutions and various trust structures to help meet the varying needs of clients.
In addition to this, Mr. Lummis also works as part of the Quilter Cheviot Charities Group in the management and reporting of portfolios held for a range of charity and not-for-profit organizations.
He has over 9 years of experience managing portfolios on behalf of clients.
Mr. Lummis started his investment career in equity research at N+1 Singer Capital Markets.
He holds a BSc in Experimental Psychology from the University of Bristol.
He is a Chartered Fellow of the Institute for Securities & Investment and has completed the Investment Management Certificate and Masters in Wealth Management.