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Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Charlotte Davies as its next General Counsel. Charlotte will join Evelyn Partners on 1 September, taking on the role from Nicola Mitford-Slade who will be retiring after a handover period. Charlotte will also join the Evelyn Partners Group Executive Committee.
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Charlotte Davies as its next General Counsel. Charlotte will join Evelyn Partners on 1 September, taking on the role from Nicola Mitford-Slade who will be retiring after a handover period. Charlotte will also join the Evelyn Partners Group Executive Committee.
Charlotte joins Evelyn Partners from Provident Financial Group PLC, the London Stock Exchange listed specialist bank, where she has been Group General Counsel and Company Secretary since April 2019. Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management. She has also held senior positions at Lockton, the insurance brokerage, and insurer RSA group. Charlotte began her legal career at Clifford Chance, before moving to Norton Rose. She holds a degree from the University of Southampton and a post-graduate qualification from the College of Law, Guildford.
Chris Woodhouse, Group Chief Executive of Evelyn Partners, commented:
“We are delighted to welcome Charlotte to the group having recently embarked on our next phase of growth and development under the new Evelyn Partners brand. She has extensive legal, commercial, risk management and regulatory experience - predominantly within the financial services sector - which will prove invaluable at Evelyn Partners.
“Ahead of her retirement I would also like to pay thanks to Nicola for her many years of service and particularly the role she has played in helping successfully deliver the merger and integration of Tilney and Smith & Williamson.”
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details
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