Sam Jacobs joins Quilter Cheviot as BDM

Investment management firm Quilter Cheviot has recruited Sam Jacobs to the newly created role of Business Development Manager (BDM) at its London office, the company has announced.

Jacobs joins the company from London & Capital, where he was a Financial Planner, following other planning and advisory roles at Charles Stanley, Bank of Scotland and US firm Edward Jones. Fluent in Mandarin, he will work with Quilter Cheviot’s Chinese clients and portfolio advisers, helping with the process of securing a Tier One Investor Visa. This will involve regular consultations with clients’ legal teams, as well as translation services.

Chinese clients are drawn to Quilter Cheviot because of its 200-years of proven success, and its reputation as a ‘safe pair of hands’ when it comes to investment,” said Martin Baines, CEO of Quilter Cheviot. “Each international market has its own idiosyncrasies, and a good understanding of its language, culture and nuances of investor behaviour will always be key to enriching how a business can operate there.”

Sam joining the team will enable us to greatly enhance the services we provide to our Chinese clients and further increase our influence in this attractive market. He has already proven just how effective he is, and we’re very pleased to have him on board.”


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