Charlton arrives with a deep background in investment management, having held previous positions at Tilney and Deutsche Bank. His expertise is bolstered by his tenure as president of the CISI Liverpool, Chester & North Wales branch, a role that cemented his standing within the regional financial community.
James Charlton Joins Quilter Cheviot to Lead Liverpool Growth
After nearly two decades navigating the high-net-worth landscape, James Charlton has joined Quilter Cheviot as an investment manager in Liverpool. The veteran advisor, formerly of Barclays Private Bank, steps into the role to oversee tailored portfolios for business owners and executives under the leadership of Nigel Hibbert.
Nigel Hibbert, executive director and head of the Liverpool office, noted that Charlton’s ability to anticipate the specific requirements of affluent clients will be instrumental in expanding the firm’s reach. By focusing on long-term financial objectives for families and executives, the firm intends to leverage Charlton’s experience to strengthen its foothold in the North West of England.
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