Areas of expertise
Private clients; pension funds; trusts.
Having joined the company in 1998, Charlie manages portfolios for private clients, pension funds and trusts, producing tailored portfolios across all risk profiles. He provides advice to professionals, trustees and families, facilitating succession planning and guidance for ongoing generations. After covering various equity sectors - the final one being the oil and gas sector, he retains a keen interest in the transition of energy generation away from hydrocarbons. An enthusiastic artist, he is also the curator of Evelyn Partners art collection.
Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).