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Andrew Gilbert, CFA

Andrew Gilbert, CFA

Senior Administrator

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  • Timeline

  • About me

    Investment Manager at Quilter Cheviot Ltd

  • Education

    • Cirencester College

      2005 - 2007
      A Levels Maths (A), Finance (Distinction), Business Studies (A), Economics (B), General Studies (A)

      Activities and Societies: Student Ambassador 2005-2007. Module Representative for Business Studies. Tutor Representative. Hosted a 3 hour Graduation Ceremony at the Guildhall for the Academy of Finance in front of 1500+ students, teachers, parents and VIP's. Presented to the Academy's board of directors.

    • Marling School

      2004 - 2005
      GSCE's 11 GSCE's, 5A*'s, 4A's, 2 B's.

      Activities and Societies: Heavily involved in external sports teams, especially in Football, Cross Country (ran for the county), Tennis and Basketball. Awarded 11 GSCE’s at Marling School in Stonehouse; 5 A*’s (including Maths, English and Sciences), 4 A’s and 2 B’s. Forced to change schools in year 10, halfway through GSCE’s and complete a 2 year course in 9 months along with self studying in modules and additional coursework. Further studying was completed outside of school hours showing adaptability and resilience.

    • University of York

      2007 - 2010
      Economics (Hons) Financial Markets, Micro, Macro, Maths, International Development, Econometrics and others. 2.1

      Activities and Societies: Advanced training in Excel and Word. Vanbrugh College pool team. Student representative for Microeconomics, Macroeconomics, Capital Economics, Development Economics and Experimental Economics. York swimming society. Workshops attended included time management, risk management, team development, negotiating, business networking, career planning (theory (e.g. MBTI) and aptitude testing), introduction to accountancy and assertiveness.

  • Experience

    • Capita Life and Pensions

      Jun 2006 - Apr 2008
      Senior Administrator

      During my A levels I worked within Capita on an internship involving general administration of insurance and pensions; following impressive performance I was offered permanent employment whenever I was available during college holiday periods where I worked during Easter and the following Summer.My responsibilities included administering direct debits, surrenders, transfers, valuations, trusts and general activities. I also received training on Unit Pricing, Cash Management and Taxation. Show less

    • Rathbone Greenbank

      Jul 2010 - Nov 2010
      Investment Assistant

      Following graduation from the University of York I was recruited on a permanent contract into Rathbones Greenbank to act as an investment assistant to John David (Head of Rathbones Greenbank). My duties included day to day operations assistance in investment dealing, constructing client reports, portfolio analysis, individual stock analysis, collating general secondary research and administration assistance (e.g. documenting and assisting with client calls as appropriate). Whilst working within Rathbones I attended and reported on, weekly investment management meetings which were hosted through London (I also once chaired the Bristol meeting), daily morning updates on stocks and market conditions, general meetings with company directors and finally with a number of industry experts.Through my work I completed a number of complex analytical projects by constructing powerful spreadsheets capable of analyzing portfolios simultaneously with daily updates of prices, valuations and client information. I also produced and presented to fund managers a number of analytical reports involving the UK economy, currencies, oil and gas, industry updates, stock specific updates (including buy/sell recommendations), quantitative easing and inflation. This involved examining fundamental underlying factors, trends and suggesting potential investment opportunities. In November 2010 I was made redundant due to structural changes within the team outside of my control. Show less

    • Parmenion

      Nov 2010 - Sept 2021

      As a Senior Investment Manager my role encompasses all aspects of portfolio management, fund selection and asset allocation. Additional responsibilities include portfolio analysis, risk profiling, marketing, operational support, sales support, dealing, website maintenance and attendance at numerous events and committees.I am tasked with developing and managing a wide range of investment solutions and has a particular passion for enhancing Parmenion’s Ethical portfolio range and supporting literature. I have a degree in Economics from the University of York and is a CFA Charterholder with 11 years’ experience in the financial services industry, having spent the last 8 years in investments working with Rathbone Greenbank initially before joining Parmenion in November 2010.I was awarded a position in the Wealth Manager Top 100 2017, which recognises the most influential people in fund selection across the private client industry. I'm also lucky enough to be part of Citywire’s exclusive class of rising wealth talent, having been awarded a position in their annual Top 30 Under 30 league for 2014, 2015, 2016, 2017 and 2018. Show less As an Investment Manager and registered CF30, my role encompasses all aspects to do with portfolio management, fund selection and asset allocation. Additional responsibilities include portfolio analysis, risk profiling, marketing, operational support, sales support, dealing, website maintenance and attendance at numerous events and committees. I am tasked with developing and managing a number of solutions within Parmenion and in particular enhancing Parmenion's range of ethical portfolios through consultation with leading ethical advisers and in depth research. Show less I was recruited into the Parmenion Investment Team to improve and develop our research and service development capacity. My work primarily involves investment analysis and portfolio management of asset allocations and fund selection. Additional responsibilities include operational support: dealing and website maintenance, sales: producing and maintaining supporting documentation and analysis, and marketing: attending meetings with introducing advisers, presenting at events and publishing investment research on ethical investment and inflation. Registered as a CF30, I am charged with developing and managing a number of solutions within Parmenion, and in particular enhancing Parmenion's range of ethical portfolios through consultation with leading ethical advisers and in depth research into asset allocations, ethical preferences, historical benchmarks and performance. Show less

      • Senior Investment Manager

        Oct 2018 - Sept 2021

      • Investment Manager

        Aug 2014 - Oct 2018

      • Investment Analyst

        Nov 2010 - Aug 2014

    • Quilter Cheviot Ltd

      Sept 2021 - now
      Investment Manager

      Discretionary investment manager for HNW clients, pensions and charities.

  • Licenses & Certifications

    • Investment Management Certificate

      CFA Institute
      Feb 2011

    • CFA Charterholder

      CFA Institute
      Aug 2015

  • Honors & Awards

    • Awarded to Andrew Gilbert, CFA
      Trailblazer Award - 2019 Investment Week Jul 2019 Investment Week's Trailblazer Awards has been launched to identify the next generation of UK investment professionals that will make a difference to the industry we work in.The awards recognise fund selectors and fund research analysts that have gone above and beyond their job remit for the sake of their team, business and/or industry and stand out from the crowd for coming up with innovative initiatives that have had a positive and meaningful impact.They may have created a new… Show more Investment Week's Trailblazer Awards has been launched to identify the next generation of UK investment professionals that will make a difference to the industry we work in.The awards recognise fund selectors and fund research analysts that have gone above and beyond their job remit for the sake of their team, business and/or industry and stand out from the crowd for coming up with innovative initiatives that have had a positive and meaningful impact.They may have created a new process or product that is head and shoulders above its peers or directed their business or team towards a new way of thinking that has meant they are taking the lead against competitors. Trailblazers have been in the industry less than 10 years and must be working in the UK within the investment industry. Show less
    • Awarded to Andrew Gilbert, CFA
      Top 30 Under 30 in Wealth Management Talent Citywire Wealth Manager Apr 2019 Every year, Citywire is delighted to highlight the rising stars of investment management through our Top 30 Under 30 feature.Based on a combination of academic success, professional qualifications and, most importantly, the impact the individual has on the business they work for, we select 30 finalists who make the grade.There is always stiff competition, and this year is no different.
    • Awarded to Andrew Gilbert, CFA
      Top 30 Under 30 in Wealth Management Talent Citywire Wealth Manager 2018 Once again Wealth Manager has selected the rising stars of the UK private client investment management industry. After stiff competition, once again Wealth Manager has selected the rising stars of the UK private client investment management industry.The young guns of wealth management are making their mark and rising through the ranks to claim influential positions in their companies.Whittling the field down to 30 remains a great challenge. All of the entrants excel at… Show more Once again Wealth Manager has selected the rising stars of the UK private client investment management industry. After stiff competition, once again Wealth Manager has selected the rising stars of the UK private client investment management industry.The young guns of wealth management are making their mark and rising through the ranks to claim influential positions in their companies.Whittling the field down to 30 remains a great challenge. All of the entrants excel at their jobs and have been working towards impressive qualifications, with an increasing number attaining CFA charterholder status or the Chartered Wealth Manager designation.Our select list is based on professional qualifications, academic achievements and the importance of the role they play at their current companies. This includes criteria such as personally running client money, being members of different investment committees or other forms of influence.We asked our Top 30 to share their favourite funds, best and worst investment decisions, as well as what they think is the biggest challenge they face in their roles. For a little more light-hearted content, we also found out about their hobbies, their first jobs and their investment heroes, giving us a chance to learn a bit more about the people behind the qualifications.The selection process certainly showed that the new wave of young professionals in wealth management are a force to be reckoned with and they are committed to improving both the industry and their companies, meaning the future looks bright for the sector. Show less
    • Awarded to Andrew Gilbert, CFA
      Wealth Manager Top 100 Wealth Manager Oct 2017 We reveal the first 25 names in alphabetical order from our annual survey on the most influential people in fund selection across the private client industry. Welcome to Wealth Manager’s sixth annual Top 100, our guide to the leading fund buyers across the private client world. Once more we have drilled down into the sector to identify the key individuals powering fund selection across wealth management. All of the companies featured this year allocate over £1 billion apiece into… Show more We reveal the first 25 names in alphabetical order from our annual survey on the most influential people in fund selection across the private client industry. Welcome to Wealth Manager’s sixth annual Top 100, our guide to the leading fund buyers across the private client world. Once more we have drilled down into the sector to identify the key individuals powering fund selection across wealth management. All of the companies featured this year allocate over £1 billion apiece into collectives and we are able to provide unique insight into both the size and composition of their buy lists and how they have changed over the year. There are 24 new faces in the Top 100, reflecting both consolidation and the emergence of young talent coming through the ranks. Show less
    • Awarded to Andrew Gilbert, CFA
      Top 30 Under 30 in Wealth Management Talent Citywire Wealth Manager 2017 After receiving a huge number of entrants this year, we reveal the individuals to make the cut for our exclusive annual league of rising wealth talent. Wealth Manager has once again scoured the UK private client investment management industry to identify the young stars that are really starting to make their mark. Now in its seventh edition, Top 30 Under 30 was more competitive than ever this year, with more than 210 applicants, which set a new record. The quality of the applications… Show more After receiving a huge number of entrants this year, we reveal the individuals to make the cut for our exclusive annual league of rising wealth talent. Wealth Manager has once again scoured the UK private client investment management industry to identify the young stars that are really starting to make their mark. Now in its seventh edition, Top 30 Under 30 was more competitive than ever this year, with more than 210 applicants, which set a new record. The quality of the applications also keeps on rising, making it a very tough task to whittle them down to just 30. All are excelling in their jobs and have worked hard to build the knowledge and qualifications that have seen them advance in their fields so quickly.The select list is based on a combination of professional qualifications, with an ever-growing number having attained either CFA charterholder status or the chartered wealth manager designation, and in some cases both. We also consider their academic achievements and the importance of the role that they play at their current companies. This includes personally running client money, being members of different investment committees or other ways in which they influence their businesses day to day.We also learn about their best and worst investment calls and their current favourite funds. But it is not all just about work and, for a bit of colour, we asked our entrants to tell us a bit more about themselves, such as what they enjoy doing out of the office and who they would want to play them in a movie of their life.The selection process proved, if anyone still needs convincing, that there is a whole new wave of young professionals that are committed to improving the industry and ensuring wealth management is in safe hands for generations to come. Show less
    • Awarded to Andrew Gilbert, CFA
      Top 30 Under 30 in Wealth Management Talent Citywire Wealth Manager 2016 After receiving a huge number of entrants this year, we reveal the individuals to make the cut for our exclusive annual league of rising wealth talent. Wealth Manager has once again combed the UK private client sector to identify the young guns who are really making their mark.In what is its sixth year, Top 30 Under 30 is garnering more interest than ever and we received more than 200 entries, which is a new record. The quality has been outstanding and boiling the number down to 30… Show more After receiving a huge number of entrants this year, we reveal the individuals to make the cut for our exclusive annual league of rising wealth talent. Wealth Manager has once again combed the UK private client sector to identify the young guns who are really making their mark.In what is its sixth year, Top 30 Under 30 is garnering more interest than ever and we received more than 200 entries, which is a new record. The quality has been outstanding and boiling the number down to 30 proved a very tough task. The individuals selected are all excelling in their field. They have worked hard to build their knowledge and their work is having a tangible impact on their employers.The final list is based on a combination of professional qualifications, which range from the CFA to chartered wealth manager status, academic achievements and the scope of the responsibilities they hold at their companies. The latter includes personally running client money, being members of investment committees and other decision-making duties they have day-to-day.Of course, it is not all work and for a bit of fun we have asked our entrants to tell us what would be the soundtrack of their lives and what their first jobs were, as well as how they are investing their clients’ money. What became abundantly clear when we were scrutinising the entrants was the sheer number of talented individuals that the industry attracts. This suggests to us that wealth management remains as appealing as ever and clients will be in safe hands for generations to come. Show less
    • Awarded to Andrew Gilbert, CFA
      Top 30 Under 30 in Wealth Management Talent - 2015 Citywire / Wealth Manager 2015 After receiving a record number of entrants for this year's Top 30 under 30, we reveal the individuals to make the cut for our exclusive league of rising wealth talent.Wealth Manager has once again scoured the UK private client sector to identify the young rising stars who are making their mark.Now in its fifth year, Top 30 Under 30 is attracting more interest than ever and we received a record 200 entries. The quality has been exceptional and it has been a difficult job… Show more After receiving a record number of entrants for this year's Top 30 under 30, we reveal the individuals to make the cut for our exclusive league of rising wealth talent.Wealth Manager has once again scoured the UK private client sector to identify the young rising stars who are making their mark.Now in its fifth year, Top 30 Under 30 is attracting more interest than ever and we received a record 200 entries. The quality has been exceptional and it has been a difficult job whittling the list down to 30. The individuals chosen have studied hard to pass their exams and are making a real difference to their firms.The final list is based on a combination of professional qualifications (which range from CFA to chartered wealth manager status), academic prowess and most importantly, the scope of the responsibilities they hold at their companies.The latter includes being members of their firm’s investment committees, personally running client books and other decision-making roles they have day-to-day. Show less
    • Awarded to Andrew Gilbert, CFA
      Top 30 Under 30 in Wealth Management Talent - 2014 Citywire / Wealth Manager 2014 Wealth Manager has scoured the UK wealth management sector to identify those who are blazing a trail and making an impact on the businesses they work for. Judging by the quality of entrants this year, the industry’s commitment to developing new talent is stronger than ever.The individuals selected have studied hard to pass their exams and have impressed their more seasoned peers. The final list is based on a combination of professional qualifications, ranging from the CFA to the CISI’s… Show more Wealth Manager has scoured the UK wealth management sector to identify those who are blazing a trail and making an impact on the businesses they work for. Judging by the quality of entrants this year, the industry’s commitment to developing new talent is stronger than ever.The individuals selected have studied hard to pass their exams and have impressed their more seasoned peers. The final list is based on a combination of professional qualifications, ranging from the CFA to the CISI’s Masters, academic success, and most importantly, the scope of their responsibilities within their companies.We have devised a proprietary scoring system, which ranked these responsibilities, awarding additional points to those who are involved in firm-level decision making processes, asset allocation committees, fund selection teams and other research functions.We ranked the qualifications they have attained, with several wealth management companies helping us to assess their relevance to their day-to-day roles. We also rewarded their academic achievements. Show less
    • Awarded to Andrew Gilbert, CFA
      York Award University of York Jul 2010 In July 2010 I received the York Award from the University of York for undergoing a certified programme of transferrable skills training, experiential learning and personal development. Each module focused around one core skill over 1-7 day courses. Workshops attended included time management, risk management, team development, negotiating, business networking, career planning (theory (e.g. MBTI) and aptitude testing), introduction to accountancy and assertiveness.
    • Awarded to Andrew Gilbert, CFA
      York Higher Volunteering Award University of York Jul 2010 I received this award in recognition of my committment to working in the York community to widen and enhance outcomes for disadvantaged children.