People Moves

Who’s Moving Where In Wealth Management? – Quilter Investors

Editorial Staff 19 August 2024

Who’s Moving Where In Wealth Management? – Quilter Investors

The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

Quilter Investors
Quilter Investors, the multi-asset investment provider of Quilter, has expanded its manager research team with the addition of Alex Daniels as a manager research analyst.

Daniels will be responsible for researching and analysing sector-specific and thematic equity funds for consideration and inclusion within Quilter Investor’s range of multi-asset portfolios such as WealthSelect and Cirilium. He will report to Kristian Cassar, head of manager research at Quilter Investors.

Daniels’ appointment comes following an expansion of the team in October when it hired Adrian Todd as a senior manager research analyst who focused on alternatives. The team was formed in early 2023 as part of Quilter Investors’ extended research hub. The hub is formed of three teams: the manager research team led by Cassar; an enhanced operational due diligence team headed up by Given Chanetsa-Mazarura; and its existing responsible investing team managed by Marisol Hernandez.

Daniels was formerly an investment analyst at Bordier where he managed equity, fixed income and alternative funds within the firm’s research team for over four years.

“We see significant scope, particularly for sustainable thematic investing over the long term, and I believe Alex’s experience and track record will help us with identifying an extensive range of opportunities,” Kristian Cassar, head of manager research at Quilter Investors, said.

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