An update on our separation
Professional Services will now be known as S&W. Find out more.
Investment Management.
Over 30 years of experience in both private client and institutional portfolio management within banks and boutique companies.
Primary area of responsibility is in managing bespoke portfolios for High Net Worth clients and Family Offices.
SIB Diploma is held along with CISI membership.
Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.
Your form has been submitted and a member of our team will get back to you as soon as possible.
Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.
*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.
Your form has been successfully submitted a member of our team will get back to you as soon as possible.
