Joseph is a Senior Fund Research Analyst at Quilter Cheviot, specialising in the analysis of the UK and US equity sectors. He is responsible for analysing and selecting funds, investment trusts and ETFs to feature in the company's model portfolios and buy list. 

Joseph has extensive investment analysis and fund selection experience across asset classes with a strong track record and is a CFA charter holder. 

He joined the business in January 2026 after spending a successful eight years at Hargreaves Lansdown where he was a Senior Investment Analyst. At HL, Joseph used his expertise to provide oversight and challenge to fund selection across all sectors and asset classes. He also led the Meet the Manager video series, interviewing leading fund managers across the industry and drawing out key insights to help retail investors invest with confidence. 

In addition to his role at Quilter Cheviot, Joseph also sits on the Board of national charity, Tackle Prostate Cancer as a Trustee. He plays an active role in raising awareness of Prostate Cancer in the industry and has raised over £20,000 for charities in this area in recent years.

Why is corporate culture becoming more important to you when deciding who you allocate assets to?

Assessing culture is a key part of investment due diligence.

At its core, asset management is still a people business, and people thrive in positive, inclusive and engaging environments. 

Asset managers not prioritising culture expose themselves to the risk of the talent in their organisation not fulfilling its potential, and their clients to the risk of sub-optimal investment outcomes. 

In your view, why is it important to set a higher standard of stewardship and behaviour within the investment industry?

Because I believe it’s important in this industry to remind ourselves of why we’ve chosen to be responsible for people’s investments in the first place.

Behind every pound managed, lies a story. Whether that be hopes of an early retirement, a better standard of living or a desire to pass on wealth to the next generation.

We must resist losing sight of that, or off who we’re ultimately accountable to, and the impact our decisions can make on real people’s lives.

Striving for the highest standards of stewardship and behaviour gives us the best chance of achieving the outcomes we want for our clients.

Why did you decide to sit on the ACT Stewardship Council, and what does it mean to you personally?

The opportunity to be part of driving positive industry wide change alongside this talented group is exciting - I want to be part of an industry where everyone is recognised for what they can bring to the table.

I’m confident my perspective and career experiences to date will be additive to ACT’s work, and it’s a pleasure to accept the invitation to join the stewardship council.