Jordan Crane

Areas of expertise

Investment Manager and Chartered Wealth Manager, experienced in preserving and growing capital for a range of clients, including professional individuals, families, business owners, trusts and charities. Jordan works with clients to develop an investment approach that helps meet their goals and objectives, and ultimately deliver them financial peace of mind. He specialises in Responsible and Sustainable investments, helping clients construct an investment strategy that incorporates their ethical preferences and values.

Experience

Joined Tilney Group (now Evelyn Partners) in 2017.

Member of the Evelyn Partners Collectives Investment Group, which is responsible for the oversight, development, and advancement of the company-wide collective research process.

A multi-asset research analyst for the Responsible Collectives team.

Key contact for the ‘Enhanced ESG Integration Enhanced Due Diligence’ process.

Professional qualifications/memberships

• Chartered Member of Chartered Institute for Securities & Investments (CISI)
• CISI Masters in Wealth Management
• CFA Certificate in ESG Investing
• Investment Management Certificate (IMC)