Nick Davison

Investment Director @Quilter Investors

Leeds, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jan 2024 — Present

Investment Director @Quilter Investors

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Promoting the Quilter Investors investment solutions including the WealthSelect Managed Portfolio Service and the Cirilium portfolio range among advisers and external audiences, helping them with any queries they may have about the investments and the key drivers of performance. Giving advisers the confidence to communicate the value of the Quilter solutions to clients and have faith that the investments will deliver.

SKILLS

Inheritance Tax PlanningPensionsIncome ProtectionWealth ManagementInvestmentsRelationship MgmtProblem SolvingManage Client RelationshipsPresenterCoachingBuilding RelationshipsSharing IdeasCost ManagementRetirement PlanningFinancial ServicesRelationship ManagementRetirementCommunicationNegotiationWealth Management ServicesInvestment StrategiesSavingsProposition DevelopmentProtectionHigh Net Worth IndividualsSippStrategic Financial PlanningBusiness DevelopmentInvestment AdvisoryWealth AccumulationFinancial AdvisoryFinancial PlannersWealthMutual FundsEstate PlanningPortfolio ManagementAsset ManagementBusiness Relationship ManagementLife InsuranceInvestment Management

ABOUT NICK DAVISON

Over 25 years experience across the Financial Services sectors including Banking, Financial Advice, Life & Pensions, WRAP/Platforms & Investment Management. Working with firms and advisers to create a strong trusted relationship and helping them to deliver the best client outcomes.

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