Quilter Cheviot (part of Old Mutual Wealth) continues to reinforce its business development team with the appointment of Edward Walker (pictured), as regional development manager for the South West.
Walker joined from Zurich Insurance Group, where he worked as a business account manager and a platform consultant for over six years.
Walker says: “I am very excited to be joining Quilter Cheviot, a firm that has a strong reputation for its discretionary investment management services.”
He adds: “Having worked in financial services for a significant amount of time I believe the specialist service a DFM provides is the way forward for financial advisers. I have a thorough understanding of some of the difficulties that advisers face, which I feel puts me in a strong position as a business development manager.”
Walker reports to James Rodgers, head of Quilter Cheviot’s Bristol office. He will be tasked with fulfilling new business targets, as well as developing new and existing relationships with financial advisers and other professional entities. He will be responsible for an area that according to data provider Experian has circa 30,752 individuals with more than £300,000 of investible assets outside the value of their homes.
With more than a 240 year history, Quilter Cheviot opened its Bristol office in 1998. Since then, the company has achieved great success in the region and seen the office grow to 18 staff.
Walker says: “In today’s world of depersonalisation, Quilter Cheviot offers something different. Edward brings a wealth of experience having built successful relationships with an array of financial advisers in the South West and I have no doubt his knowledge and expertise will strengthen our team, enabling us to grow further and continue to deliver an excellent service. We are delighted to welcome Edward to the firm.”
