Evelyn Partners continues expansion of Birmingham professional services team with senior appointment

Evelyn Partners, the wealth management and professional services group, has announced the appointment of Rick Shaw as a Partner in the Employer Solutions team in its Birmingham office.

10 Apr 2024
  • The Evelyn Partners team
The Evelyn Partners team
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  • The Evelyn Partners team The Evelyn Partners team
Rick Shaw

Evelyn Partners continues expansion of Birmingham professional services team with senior appointment

Evelyn Partners, the wealth management and professional services group, has announced the appointment of Rick Shaw as a Partner in the Employer Solutions team in its Birmingham office.

Rick joins from Vialto Partners where he led and established the Birmingham team as it transitioned out of PwC following the transaction in April 2022. Rick specialises in global mobility tax and consulting services to companies and their cross-border employees, particularly for senior individuals moving into or out of the UK. He has also provided wider support on immigration, corporate mobility planning and policy creation and has extensive experience ensuring tax compliance for inbound and outbound employees across a number of jurisdictions beyond the UK including US expatriate tax. Prior to Vialto Partners, Rick spent 11 years at PwC and 8 years at Deloitte which included periods abroad in the US and Australia.

Rick joins the Birmingham office of Evelyn Partners at 103 Colmore Row in the heart of the city’s business district. The office offers a broad range of professional and financial services to individuals and businesses across the Midlands nationally and internationally from a team of circa 250 people.

Stephen Drew, Professional Services Regional Managing Partner at Evelyn Partners in Birmingham commented: “I’m delighted to welcome Rick to our team of local professional services specialists offering end-to-end services to meet our clients’ needs throughout their life and at every stage of the business lifecycle. Rick’s extensive experience in the global mobility tax and consulting services space will be invaluable as we continue to expand the depth and breadth of services we offer to our growing client base across the Midlands. Driving growth requires engaging with new markets and attracting high quality talent often from overseas, and requires careful planning.”

Rick Shaw added: “I am very excited by the opportunity to join the Evelyn Partners team. Throughout a rigorous and rewarding phase of getting to know each other during the recruitment process, I knew I was speaking to like-minded people who are focused on clients, people and quality, and it was clear that Evelyn Partners was the firm for me.  My experience and expertise will help expand the geographical footprint of the national Employer Solutions team and further complement the wider professional services and wealth management offerings provided in the Midlands.

“It is an exciting time to be based in the Midlands given the real sense of optimism in the region. As businesses look to grow, many will plan for increased international coverage whilst trying to navigate an increasingly complex international employment and compliance environment. In particular, the recent Budget announcements concerning planned changes to the UK domicile regime will require advanced planning and I am looking forward to supporting current and future clients as they work through this period of change.”

About Evelyn Partners

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’.

Disclaimer

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