Quilter Cheviot has enhanced its small cap discretionary strategy with the promotion of Amisha Chohan to head of small cap strategy.
Chohan takes responsibility for research and investment strategy for Quilter Cheviot’s AIM portfolio service, which since June 2017 has provided clients with a professionally researched and managed portfolio of AIM-listed securities that qualify for Business Relief.
Investments in the strategy could be sheltered from inheritance tax if they are held for two years.
Chohan, who will also chair Quilter Cheviot’s AIM strategy Committee, has over 15 years’ experience analysing small, mid and large cap companies and has been with Quilter Cheviot for five years, having previously analysed global Retail and Travel & Leisure stocks.
She will be supported by Richard Mitchell, who is taking on the role of Lead Portfolio Manager, responsible for portfolio implementation across the strategy, and by Quilter Cheviot’s equity research team, which is one of the largest and most dynamic in the industry.
The strategy will also be enhanced so that, for the first time, it is available for referrals from accountants and lawyers, in addition to financial advisers.
Last month, Quilter Cheviot announced the appointment of Matt Sullivan to the new role of head of professional services to support Quilter Cheviot in building new services that help the private clients of lawyers, accountants as well as financial advisers.
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