![Caroline J. Simmons](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>)
Caroline J. Simmons
Direttore degli Investimenti presso
Quilter Cheviot Ltd.
Profilo
Ms. Caroline J.
Simmons, CFA, is a Chief Investment Officer at Quilter Cheviot Ltd. She is responsible for the oversight and governance of the investment process and research offering, supported by a team of research professionals.
She is a member of Quilter Cheviot's Executive Committee and chairs the Asset Allocation Committee.
Prior to joining Quilter Cheviot, she was Chief Investment Officer of UBS Wealth Management UK, where she worked for a twenty-year period.
She started her career as a fund specialist followed by roles including equity analyst, equity strategist and Deputy Head of the UK Investment Office.
Ms. Simmons has a BA (hons) in Geography from the University of Oxford and was awarded the CFA Charter in 2006.
Posizioni attive di Caroline J. Simmons
| Società | Posizione | Inizio |
|---|---|---|
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. | Direttore degli Investimenti | 01/03/2024 |
Precedenti posizioni note di Caroline J. Simmons
| Società | Posizione | Fine |
|---|---|---|
UBS AG (Private Banking UK)
 UBS AG (Private Banking UK) Investment ManagersFinance UBS AG is an active manager which offers investment capabilities and styles across traditional and alternative asset classes. The firm provides clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. | Direttore degli Investimenti | 01/02/2024 |
Formazione di Caroline J. Simmons
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
93
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of Oxford
 University of Oxford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS AG (Private Banking UK)
UBS AG (Private Banking UK) Investment ManagersFinance UBS AG is an active manager which offers investment capabilities and styles across traditional and alternative asset classes. The firm provides clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. | Finance |
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 |
