![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
Chief Investment Officer at
Quilter Cheviot Ltd.
Profile
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.
Caroline J. Simmons active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Investment Officer | 29/02/2024 |
Former positions of Caroline J. Simmons
| Companies | Position | End |
|---|---|---|
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. | Chief Investment Officer | 31/01/2024 |
Training of Caroline J. Simmons
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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