Gillian Bailey

Cornelian aims to protect and enhance its clients’ real wealth over time, whilst ensuring the level of investment risk taken is appropriate and agreed. The firm believes that global, unconstrained, multi-asset investing achieves superior risk adjusted returns. They use active management at all levels of the investment process from asset allocation through to the selection of individual investments.

Functions as a College/University

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.