Quilter Cheviot Europe to Create Financial Planning Branch and Appoint Director

Quilter Cheviot Europe, the Irish arm of discretionary wealth manager Quilter Cheviot, has hired Andrew Fahy as Head of Financial Planning with immediate effect, as it prepares to establish a financial planning proposition in Ireland.

Fahy (pictured) comes from Brewin Dolphin Ireland where he was responsible for tax and financial planning and before that held a similar role at Investec Wealth & Investment.

He will report to Brian Weber, Managing Director of Quilter Cheviot Europe.

Increasingly, clients are looking for a modern wealth management offering, and that goes far beyond simple investment management.”

As part of its growth strategy, Quilter Cheviot is implementing an integrated investment management and financial planning offering across its network of offices to complement the work it does with intermediary contacts to offer a management service portfolio adapted to the specific needs of clients.

This latest move will establish the financial planning operation from its Dublin office to serve European clients, where it is seeing, as is the case in the UK, growing client demand for financial planning as well as investment management.

He further stated that this move helps provide holistic financial planning and investment management to high net worth clients, while continuing to support the external community at the same time.

Quilter Cheviot Europe currently manages just over 1,500 clients and plans to expand the Dublin office over time to support the new financial planning proposition and its growth ambitions.

Weber said: “For some time we have wanted to integrate financial planning into our client offering and Andrew’s appointment marks the beginning of the evolution of the service we can offer.

“We have worked with financial advisors and intermediaries for over two decades and have a good understanding of how the two can be brought together for the benefit of the client.

“More and more clients are looking for a modern wealth management offering, and this goes far beyond simple investment management. Their needs can be incredibly complex, so combining financial advice and wealth management, while feeding into our existing intermediary contacts, we are well positioned to be able to offer a top-notch service in a variety of circumstances.”

Fahy added: “I am delighted to join Quilter Cheviot Europe, a company that I have known and admired for many years, and which recognizes the benefits that financial planning and investment management can bring to clients when combined. are supplied in tandem.

“Effective long-term wealth planning often requires both, and I look forward to working alongside our investment managers and financial advisors, both internal and external, to help deliver great results for our clients.”

Mary I. Bruner