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Profile
Mr. Daniel T.
Weale is an Investment Manager at Quilter Cheviot Ltd. He specializes in managing portfolios for private clients, trusts and charities.
He has been employed in the investment management industry since 2004.
He had stints at both Thesis Asset Management and more latterly Kleinwort Benson.
Quilter & Co. Ltd. merged with Cheviot Asset Management Ltd. in June 2013.
Mr. Weale attained a degree in Financial Economics.
As a holder of the Chartered Institute for Securities and Investment (CISI) Masters in Wealth Management, he is also a Chartered Member of the CISI.
Former positions of Dan Weale
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 2016-05-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
76
1st degree connections
1
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 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 |
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