Stephen Walker
About Our Consultancy
Portfolio Management Services

In conjunction with St. James's Place, Stephen Walker has made arrangements with a number of specialist companies for clients wishing to hold a direct portfolio of shares.

One such organisation is Quilter who specialise in providing bespoke investment management services. The company has a highly personal approach to service which, over the past 225 years, has earned it the reputation of being one of the UK’s most respected firms
of money managers.

Based in London and with nine branches throughout the UK and Channel Islands, Quilter is well placed from a geographical and resource level to offer clients an extremely comprehensive service.

The Manchester and Birmingham offices have an established team of investment managers whose knowledge of the area, local clients’ needs and investment management issues are paramount. David Rothburn, a Divisional Director at the Manchester branch, aided in its opening in 1993 and has worked in the investment industry since 1987. The Manchester and Birmingham teams also include Dominic Hughes, Matthew Beaumont and Tim Horrocks, all of whom have a close working relationship with Stephen Walker.