![Simon Alistair Funge](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Simon A. Funge is an Executive Director & Head of Manchester office at Quilter Cheviot Ltd. He was appointed Head of Manchester for Quilter Cheviot in September 2020.
He has over 30 years’ experience in the advice and Investment Management profession, working with IFA and Private Banks focused on meeting the needs of HNW clients with complex financial needs.
He has held senior roles with Lloyds Private Bank, NatWest IFA and more latterly Head of Financial Planning at Wesleyan.
A member of the CISI.
Simon Alistair Funge active positions
| Companies | Position | Start |
|---|---|---|
Quilter Cheviot Ltd.
 Quilter Cheviot Ltd. Investment ManagersFinance 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. | Portfolio Manager-Equities | 01/09/2020 |
Former positions of Simon Alistair Funge
| Companies | Position | End |
|---|---|---|
Wesleyan Financial Services Ltd.
 Wesleyan Financial Services Ltd. Multi-Line InsuranceFinance Provides personal and commercial insurance services | Corporate Officer/Principal | 01/10/2020 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
85
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Wesleyan Financial Services Ltd.
Wesleyan Financial Services Ltd. Multi-Line InsuranceFinance Provides personal and commercial insurance services | Finance |
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance 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. | Finance |
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