Quilter Cheviot Climate Assets Balanced Class B - Accumulation (GBP)

Caroline has over 18 years of experience in the private client industry and 16 of those are with Quilter Cheviot where she has worked since 2006. She is the Deputy Fund Manager for the award-winning Climate Assets Funds. She also manages private client portfolios, working with clients directly or alongside advisers. Her investment qualifications and experience have led her to be a Fellow of the Chartered Institute for Securities & Investment (CISI). As a Chartered Accountant (FCA) Caroline is also a Fellow of the ICAEW. She read Human Sciences at St. Hilda's College, Oxford University graduating with a 2.1 in 1997 before starting her accountancy training at PricewaterhouseCoopers. In 2002 she also gained a Master's degree (distinction) in Environmental Technology from Imperial College specialising in Global Environmental Change and Policy.

Claudia has over 20 years of experience in Sustainable, Ethical and Responsible Investment and 13 of those are with Quilter Cheviot where she has worked since 2009. She is the Lead Fund Manager of our award-winning sustainable investment strategy, the Climate Assets Funds. She also manages investment portfolios on behalf of private clients, pensions, trusts, offshore bonds and charities with a focus on sustainable investment. Her investment experience and qualifications have led her to be a Chartered member of the Chartered Institute for Securities & Investment. Claudia holds an MBA from Cass Business School in London and a Chemical Engineering degree from the University of La Plata in Argentina. She currently sits on the International Equities Stock Selection Committee at Quilter Cheviot and she won Wealth Manager of the Year at the City of London Wealth Management Awards 2021.