Wealth Manager - Essential news for investment professionals

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Fund analyst Haugaard leaves Quilter Cheviot for Brewin Dolphin

Fund analyst Haugaard leaves Quilter Cheviot for Brewin Dolphin

Anna Haugaard has left the research team at Quilter Cheviot in London after five years to join Brewin Dolphin.

Haugaard (pictured) originally joined Quilter Cheviot in 2009, and specialised in funds in the European and specialist sectors.

At Brewin Dolphin, she will cover UK and European funds.

Haugaard was also a member of Quilter Cheviot’s investment funds selection committee, and completed her Certificate in Investment Management in 2010 and passed Level 2 of the CFA programme in 2013.

Quilter Cheviot’s research team is overseen by Ben Mountain, who is also co-head of the company’s managed portfolio service. This passed £1 billion in assets in June, representing growth of 7.8% this year, and has expanded from three investment strategies at launch in 2001 to eight at present.

Also in June Camilla Carson, a star of Wealth Manager’s Top 30 under 30, quit Quilter Cheviot to join parental network Mumsnet as a special projects executive.

Carson sat on the alternative investment committee at the firm, managed private client portfolios, trusts and charities there, and was involved too in the Cheviot Climate Assets and Libero Balanced funds.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Sarasin’s Boucher: why I like salmon with chocolate

Sarasin’s Boucher: why I like salmon with chocolate

Henry Boucher, manager of the £129 million Sarasin Food & Agriculture Opportunities fund, explains why he is gobbling up salmon and chocolate stocks.

Play Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Libby Ashby and leading wealth managers analyse what the Alibaba IPO hype means for Chinese equities, slowing growth of the UK economy and whether there’s anything left to play for in the European sovereign bond market.

Play Tesco, Japan and the rise of the central banker

Tesco, Japan and the rise of the central banker

 Libby Ashby and leading wealth managers scrutinise the food retail sector, Japan’s consumption tax hike and political risk in the markets.

Your Business: Cover Star Club

Veteran banker boosts Sanlam’s stockbroking team

Veteran banker boosts Sanlam’s stockbroking team

A veteran private banker has been recruited by Sanlam Private Investments to strengthen its advisory stockbroking team.

Wealth Manager on Twitter