![Jonathan Howard Raymond](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>)
Jonathan Howard Raymond
Portfolio Manager-Equities at
Quilter Cheviot Ltd.
Profile
Mr. Jonathan H.
Raymond, CFA, is an Investment Manager at Quilter Cheviot Ltd. He is looking after portfolios for a broad array of clients and advisers.
This involves ensuring that portfolios are constructed and managed in line with each individual client’s requirements and objectives to ensure consistent outcomes.
Mr. Raymond worked at Vestra Wealth and UBS Wealth Management.
He graduated from the University of Exeter with a Degree and Master’s Degree level in Economics.
He attained his Chartered Financial Analyst designation (CFA) as well as becoming a Chartered Member of the Chartered Institute of Securities and Investments (CISI).
Jonathan Howard Raymond 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. | Portfolio Manager-Equities | 07/06/2013 |
Former positions of Jonathan Howard Raymond
| Companies | Position | End |
|---|---|---|
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Portfolio Manager-Equities | 01/05/2013 |
Training of Jonathan Howard Raymond
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
79
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The University of Exeter
 The University of Exeter Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | 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 |
- Stock Market
- Insiders
- Jonathan Howard Raymond
