Evelyn Partners
- Teams
- Finance and Investment
Finance and Investment
About
The Finance and Investment team at Evelyn Partners oversees the strategic management of client portfolios, financial planning, and tax advisory services. They ensure optimal investment performance, manage pricing and valuations, and integrate tax technology to enhance overall financial outcomes for their clients.
Team members
Alexa Mair
Partner & Employment Tax
Andrew Baddeley
Group Chief Financial Officer
Ewan MacKintosh
Head Of Pricing & Valuations
James Naylor
Tax Technology Associate
John Erskine
Chief Investment Management Di...
Nile Shaw
Investment Management, Associa...
Paul Duckworth
Tax Partner
William Pointing
Bestinvest Partnerships, Perfo...
Other teams at Evelyn Partners
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