New head of office for Birmingham wealth manager

David Jupp

Wealth manager Quilter Cheviot has announced that its long-serving head of Birmingham office, Sean Raftery, is to step down from his role after 12 years.

Mr Raftery, who has been with the firm for 23 years, will remain with the company but will return to a client facing role.

Succeeding him is executive director, David Jupp, previously deputy head of the company’s Midlands office. Mr Jupp joined Quilter Cheviot in 1999 from Capel Cure Sharp, previously Albert E Sharp.

Commenting on his appointment, Mr Jupp said: “Sean and I have worked closely together for 30 years, in the last six years as head and deputy head of the Birmingham office respectively. Sean has led our office to great success and I am delighted to continue to build on our work with private clients and the local professional community to further grow our business for the future.”

He said he entered the role at a time when Birmingham’s wealth management sector was thriving.

“We are witnessing a long term growth in the savings and investment industries. Birmingham is ideally placed as a financial and regional centre to capitalise on this. The depth of our relationships in Birmingham, combined with the longevity and continuity of the senior team here, have all played a major part in our success in the city,” he said.

Quilter Cheviot’s Birmingham office opened in 1994 and it has since grown to become the company’s largest regional team with 42 staff members.

Head of Quilter Cheviot’s regional offices, Richard Thorn said: ‘I would like to congratulate David in his new role and wish him every success. I also want to thank Sean for his ongoing commitment to the Birmingham office and its team over the last 23 years.”

Quilter Cheviot, part of Old Mutual Wealth, is one of the UK’s largest discretionary investment firms and can trace its heritage to 1771.The firm is based in 12 locations across the UK, Jersey and Ireland and has total funds under management of £22.5bn (as at June 30, 2017). It focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.

Click here to sign up to receive our new South West business news...
Close