Top Recommended HNW Wealth Managers
David Malpas’s 30 years in wealth management make him an invaluable asset to Quilter Cheviot, one of the UK’s largest discretionary investment managers. A notable industry peer is impressed by his skills in managing funds for a variety of individuals, charities, trusts and pension funds.
Malpas, a member of the Chartered Institute for Securities, began at Quilter Goodison in 1984, with stints at Laing & Cruickshank, UBS Wealth Management and the then Cheviot Asset Management. A merger with Quilter in 2015 created Quilter Cheviot, setting up the brand to manage billions more in assets. The venture was latterly bought by Old Mutual Wealth, making up a sum total of £22.8 billion in AUM.
Quilter Cheviot says its clients are essentially looking for ‘absolute returns, inflation protection and good communication’, which managers such as Malpas strive to deliver. A ‘comprehensive range’ of investment tools and services are on offer to achieve these objectives, as the firm has developed personalised solutions and portfolios for over 40,000 clients, from 12 offices across the UK, Ireland, Jersey and Dubai.
‘Transparency and trust are at the very heart of everything we do for our clients,’ the firm says of its core values.