Catherine Patricia Morris
Portfolio Manager-Equities at Quilter Cheviot Ltd.
Profile
Ms. Catherine P.
Morris is an Investment Director at Quilter Cheviot Ltd.
She is responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds by creating and implementing portfolios using a diverse range of asset classes including fixed interest, UK and international equities and alternative assets such as hedge funds, infrastructure, commodities and property.
She has over 20 years of private client investment experience.
Ms. Morris joined Cheviot in 2011 as part of a team from Deutsche Bank PWM to set up the Liverpool office of Cheviot Asset Management.
Cheviot merged with Quilter Investment Management in January 2013 and was rebranded as Quilter Cheviot.
She graduated from Liverpool University with a degree in Economics and she is a Chartered Fellow of the Securities Institute.
Catherine Patricia Morris active positions
| Companies | Position | Start |
|---|---|---|
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 | 31/05/2013 |
Former positions of Catherine Patricia Morris
| Companies | Position | End |
|---|---|---|
Cheviot Asset Management Ltd.
 Cheviot Asset Management Ltd. Investment ManagersFinance Cheviot Asset Management Ltd. (CAM) is the investment advisory subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. Formerly known as Cheviot Capital Ltd., established in 1993, the firm is located in London and provides services to institutional investors, including pension funds, endowments, charities and government bodies, as well as financial intermediaries and high-net worth individuals. CAM offers discretionary, advisory and execution-only services and manage a UK-domiciled fund. | Portfolio Manager-Equities | 31/05/2013 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Cheviot Asset Management Ltd.
Cheviot Asset Management Ltd. Investment ManagersFinance Cheviot Asset Management Ltd. (CAM) is the investment advisory subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. Formerly known as Cheviot Capital Ltd., established in 1993, the firm is located in London and provides services to institutional investors, including pension funds, endowments, charities and government bodies, as well as financial intermediaries and high-net worth individuals. CAM offers discretionary, advisory and execution-only services and manage a UK-domiciled fund. | Finance |
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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