Stuart Clark, CFA

Collaborator
DISC Type : si

Portfolio Manager at Quilter Investors

St Albans, England, United Kingdom

Overview

Stuart Clark is a Portfolio Manager at Quilter Investors, where he is responsible for the WealthSelect Managed Portfolio Service. With over 20 years of experience in fund selection and multi-asset portfolio construction, he designs discretionary portfolios for financial advisers. He holds a degree in Accounting & Finance from the University of Kent.

Outside of work, Stuart is deeply involved in community sports. He has held leadership positions in his local running and triathlon clubs, including serving as chairman for Tri-Force, a multi-sports club. He has helped modernize the clubs structure, training facilities, and funding opportunities.

He has a track record of leadership in his personal pursuits, having been the chairman of a triathlon club.

Personality Overview

Consensus Builder

Fair-minded

Example Driven

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Portfolio Management
He has over 20 years of experience in portfolio construction and currently has overall management responsibility for the WealthSelect Managed Portfolio Service at Quilter.
Fund Selection
His career at Quilter, Julius Baer, and UBS has been centered on manager research and fund analysis, a key component of his current role.
Adding Client Value
A recent commentary post highlights his focus on finding "new and exciting ways" to add value to client portfolios, indicating a client-centric mindset.

Media Appearances

Stuart Clark – Meet the Team. Featured in Quilter Investors (Company Profile)

See Now

Work History

11-2013
Portfolio Manager at Quilter Investors
3-2012 - 3-2014
Chairman at Tri-Force
12-2011 - 11-2013
Fund Analyst at Julius Baer (Merrill Lynch)
10-2010 - 12-2011
Fund Analyst at UBS Wealth Management
1-2001 - 9-2010
Fund Manager at BDO Stoy Hayward Investment Management Ltd

Education

1996 - 1999
Accounting & Finance from University of Kent

More Information

Social Presence :

Prographics :

Exp : 25 Location : St Albans, England, United Kingdom Job Level : Middle Designation : Portfolio Manager at Quilter Investors
URL has been copied!

Insights For Selling To Stuart

During A Call Or A Meeting

DO's

  • Show genuine interest in solving their problems
  • If possible, involve their colleagues in the sales process
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t sound very transactional
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stuart is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Stuart

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Stuart move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Stuart take some risk or not?

  • It is unlikely that they will take many risks.

You And Stuart

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.