Quilter Cheviot International has hired three financial planners to its Jersey office.
Gillian Schweppe, Matthew Fielding and David Lockhart (pictured with Anastasia Smith and Kevin Speake) have all joined the business. Schweppe and Fielding join from SG Kleinwort Hambros while Lockhart joins from HSBC.
They join the recently appointed head of advice Kevin Speake in working on the firm’s planning proposition. The advisers are supported by paraplanner Anastasia Smith.
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The firm said the introduction of financial planning capabilities to the Jersey office ensures it can offer international clients an integrated wealth management offering, including both financial planning and investment management.
The latest moves follow the establishment of a financial planning operation out of its Dublin office to serve European clients in 2022. The UK national advice business, Quilter Cheviot Financial Planning, became part of Quilter Cheviot in 2021.
Speake said: “We are delighted to have Gillian, Matthew and David on board, who all come to us with a wealth of experience.
“They have all hit the ground running and their capabilities alongside our bespoke discretionary fund management will provide a best-in-class service for our international clients who have a variety of complex needs and circumstances.”
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