Profile
Mr. Daniel T.
Weale is an Investment Manager at Quilter Cheviot Ltd.
He specializes in managing portfolios for private clients, trusts and charities.
He has been employed in the investment management industry since 2004.
He had stints at both Thesis Asset Management and more latterly Kleinwort Benson.
Quilter & Co. Ltd.
merged with Cheviot Asset Management Ltd.
in June 2013.
Mr. Weale attained a degree in Financial Economics.
As a holder of the Chartered Institute for Securities and Investment (CISI) Masters in Wealth Management, he is also a Chartered Member of the CISI.
Former positions of Dan Weale
| Companies | Position | End |
|---|---|---|
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 | 31/05/2016 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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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