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Investment team

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Paul Simpson

Chief Executive Officer

Paul is CEO of Quilter Investors and maintains oversight of the portfolio management team. After working in investment banking as an investment risk professional and then proprietary trader, he switched to asset management working in leading hedge funds before joining the Group via Old Mutual Asset Managers (OMAM) in 2006. As OMAM grew into Old Mutual Global Investors (OMGI) he became Head of Alternatives and then Director of Investments. When Old Mutual PLC rebranded to Quilter and sold the OMGI business Paul moved across to take the CEO role in Quilter Investors, the asset management business of Quilter Group. Paul also sits on the Quilter Investors Board, the Quilter PLC executive Committee and the Board of the Quilter Investors ICAV in Ireland.

Paul has a BA in Economics from Cambridge University and an MBA from the University of Bradford Management Centre.

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Helen Bradshaw

Portfolio Manager

Helen is manager of the multi-asset Monthly Income portfolio range. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income.

Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.

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Stuart Clark

Portfolio Manager

Stuart has been manager of the WealthSelect Managed Portfolio Service since launch, overseeing manager selection and asset allocation, and is also co-portfolio manager of the Creation portfolios since March 2019. He joined the business in 2013 having spent more than 12 years working in fund research and analysis at organisations including UBS Wealth Management and Julius Baer.

Stuart is a Chartered Financial Analyst (CFA) and has a degree in Accounting and Finance from the University of Kent.

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Paul Craig

Portfolio Manager

Paul is manager of the Cirilium portfolio ranges and co-manager of the Generation portfolios, supported by the wider portfolio management team. He joined the business in December 2014 from Henderson Global Investors, following the acquisition of Cirilium. Paul has managed the Cirilium portfolios since 2009, taking on these responsibilities shortly after the inception of the original range.

He has more than 25 years of asset management experience and has also acted as a non-executive director of four investment trusts.

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Sacha Chorley

Portfolio Manager

Sacha is manager of the Compass portfolios and co-portfolio manager of the Creation portfolios. He joined the business in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research.

Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.

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CJ Cowan

Assistant Portfolio Manager

CJ is an assistant portfolio manager and works closely with Helen Bradshaw on the multi-asset Monthly Income portfolio range. He joined Quilter Investors in August 2018 from Aberdeen Standard Investments where he worked in the Global Macro team, managing global government bond and global aggregate portfolios.

CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.

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Hinesh Patel

Portfolio Manager

Hinesh Patel is portfolio manager for Quilter Investors. He joined the business in 2008 working in fixed income and macro as strategist, an assistant portfolio manager and then a portfolio manager before joining the multi-asset desk in 2016. Hinesh has played an important role in developing the team’s investment capabilities and macroeconomics analysis. Before joining the business Hinesh was a senior analyst at Lehman Brothers.

Hinesh is a CFA Charterholder and holds an MEng in Mechanical Engineering from Brunel University, including specialisms in automotive design and aeronautics. He holds the Investment Management Certificate and has completed the Certificate in Quantitative Finance (CQF) level 1.

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Rasmus Soegaard

Portfolio Manager

Rasmus is a portfolio manager on the Cirilium portfolio ranges, working alongside Paul Craig. Rasmus has more than 19 years of experience, joining the business in 2008 from ABN AMRO, having spent the majority of his career specialising in alternative asset classes, portfolio management and hedge fund analysis. Rasmus has played a pivotal role in developing the team’s alternative investment capabilities and is frequently invited to speak at alternative investment conferences and industry events.   

Rasmus holds an MSc in International Securities, Investment and Banking from the ICMA Centre, University of Reading, the Investment Management Certificate and is a Chartered Alternative Investment Analyst (CAIA).

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Graham Mitchell

Head of Quantitative Analysis

Graham leads the quantitative analysis function within Quilter Investors. He joined the business in 2004 and has held a number of positions in quantitative analysis. His team of analysts support the portfolio management team and represent an important component of Quilter Investors’ multi-asset capabilities. The team builds quantitative solutions to assist in fund screening, portfolio construction and portfolio monitoring.

Graham is a CFA Charterholder and has completed the Chartered Alternative Investment Analyst (CAIA) qualification.

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Bethan Dixon

Analyst/Portfolio manager

Bethan is an analyst and portfolio manager working to support the multi-asset investment team across the portfolio ranges. She joined Quilter Investors in June 2019 from Pyrford International, a subsidiary of the Bank of Montreal, where she spent almost five years working as an equity analyst on the Asia Pacific desk with a particular focus on Australia, New Zealand, Malaysia and India.

Bethan is a CFA Charterholder and holds a degree in Natural Science, with a major in Physics, from the University of Bath.