Profile
Mr. Simon A.
Funge is an Executive Director & Head of Manchester office at Quilter Cheviot Ltd.
He was appointed Head of Manchester for Quilter Cheviot in September 2020.
He has over 30 years’ experience in the advice and Investment Management profession, working with IFA and Private Banks focused on meeting the needs of HNW clients with complex financial needs.
He has held senior roles with Lloyds Private Bank, NatWest IFA and more latterly Head of Financial Planning at Wesleyan.
A member of the CISI.
Simon Alistair Funge active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2020-08-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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