Sustainable investment remains the opportunity of our generation, by identifying solutions providers to supply and demand imbalances across resources, particularly energy, water, and food.
Long before most others in our industry recognised the importance of sustainable investment, Quilter Cheviot identified that clients would increasingly want their investments to address the suitability challenges of the modern world. The Climate Assets Funds focus on companies offering solutions to the economic and environmental challenges of population growth, climate change and resource scarcity.
Claudia Quiroz will explain the philosophy and process used by Quilter Cheviot to manage the Climate Assets Funds. Through the team’s work using the UN Sustainable Development Goals, she will show how the global sustainability picture links down to multi-decade investment opportunities.
As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. We are focused on helping our clients invest for a lifetime of opportunities and challenges. We offer a range of services including our Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our Climate Assets Funds and our IHT solution, the AIM Strategy.
Claudia has over 20 years of experience in Sustainable, Ethical and Responsible Investment and joined Quilter Cheviot in 2009. She is the Lead Fund Manager of our award-winning Climate Assets Balanced Fund. Claudia’s portfolio management experience extends to private clients, pensions, and charities with a focus on sustainable investment. She is a voting member of our International Equities Stock Selection Committee, a Chartered Member of the Chartered Institute for Securities & Investment, and the winner of the Wealth Manager of the Year at the City of London Wealth Management Awards in 2021.
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Head of Wholesale Distribution
+44 (0) 203 831 1682
george.adam@quiltercheviot.com
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