Mark Anthony Stone
Portfolio Manager-Equities at Quilter Cheviot Ltd.
Profile
Mr. Mark A.
Stone is an Executive Director & Investment Manager at Quilter Cheviot Ltd.
He specializes in managing investment portfolios for charities and private clients at firm’s Birmingham office.
Mr. Stone works closely with clients, charity trustees and advisers and as Head of the Charities Team in Birmingham, he manages a number of local charity accounts.
He has over 30 years’ experience managing investments.
Mr. Stone started his career in the insurance industry and worked at Police Mutual, a large exclusive membership friendly society based in the Midlands.
There he was responsible for building up their in-house investment expertise and managing UK equity portfolios, before becoming Head of Investments in 2001.
Mr. Stone has an extensive knowledge of investment funds and has a regular dialogue with senior fund managers in the industry.
He graduated from Warwick University with a degree in Economics and is a Fellow of the Chartered Institute of Securities & Investments.
He passed the professional insurance qualifications and Investment Management Certificate.
He was awarded the Securities & Investment Institute Diploma.
Mark Anthony Stone active positions
Companies | Position | Start |
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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 | 2013-05-31 |
Training of Mark Anthony Stone
University of Warwick | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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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