Evelyn Partners is one of UK’s leading integrated wealth management and professional services group.

Finance

Evelyn Partners

Evelyn Partners' headquarters in London, United Kingdom

Chris Woodhouse

Lucy Mitchell

Crawford Armstrong

Alison Fitzsimons

Daniel Knopp Chartered McSi

Alex Balfour

Kyle Bailey

Daniel Cairns Chartered Apfs

Christopher Henderson

Charlotte Spratt

Anna Sharp Fpfs

Henry Elston

Sally Beresford

Stephen Greenaway

Carl Green Tep

Claire Griffin

Gary Fenemore

Andrew Middleton

David Smith

John Erskine

Bahador Mahvelati

Bennedetta Peto

Andrew Wilkes

Karen Ciccarello

Paul Geddes

Jason Hollands

Bindesh Savjani

Martin Horton

Charlotte Davies

Gavin White

Philip Muelder

Keith Jones

Carla Stent

Chris Grigg

Chris Pell

Peter Deming

Kjersti Wiklund

David Cobb

The Finance and Accounting Team at Evelyn Partners is responsible for ensuring accurate financial reporting, effective audit management, and compliance with regulatory standards. This team conducts audits, supports financial planning and analysis, and manages accounts receivable, all while providing strategic insights to enhance the firm's wealth management services. Their collaborative efforts help clients optimize their financial health and achieve long-term goals.

Finance and Accounting Team

The Investment Management team at Evelyn Partners is dedicated to developing and implementing tailored investment strategies to maximize client wealth. Comprised of diverse roles including portfolio managers, investment managers, and client relationship specialists, the team collaborates to analyze market trends, assess risks, and ensure alignment with clients' financial goals. They emphasize responsible investment practices and provide exceptional client service through ongoing portfolio oversight and strategic adjustments.

Investment Management

The Tax and Compliance Team at Evelyn Partners is responsible for ensuring adherence to tax regulations and compliance standards for both individual and corporate clients. This team handles personal and business tax matters, provides guidance on R&D tax credits, and manages complexities within private client services. They work collaboratively to mitigate financial crime risks while delivering exceptional tax planning and compliance solutions to enhance client wealth and security.

Tax and Compliance Team

The Leadership Team at Evelyn Partners is responsible for steering the strategic direction of the company, ensuring operational excellence, and fostering a culture of innovation and integrity. Comprising key executives from investment management, risk, finance, operations, and human resources, this team collaborates to drive growth, enhance service delivery, and support the firm’s commitment to delivering integrated wealth management solutions to clients.

Leadership Team

The Marketing and Communications Team at Evelyn Partners develops and implements strategic marketing initiatives to enhance brand visibility and engagement within the wealth management sector. They manage digital and social media campaigns, oversee media relations, and analyze marketing performance to drive growth and strengthen client relationships. Through targeted communications and brand development, the team plays a crucial role in positioning Evelyn Partners as a leader in integrated wealth management.

Marketing and Communications Team

Evelyn Partners

Org chart

Board & advisors

Teams

Finance and Accounting Team

Investment Management

Tax and Compliance Team

Leadership Team

Marketing and Communications Team

Offices

Evelyn Partners

Org chart

Board & advisors

Teams

Finance and Accounting Team

Investment Management

Tax and Compliance Team

Leadership Team

Marketing and Communications Team

Offices

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