Professional Biography
I look forward to continuing to build good relationships with clients
How do you describe what you do?
I manage portfolios for private clients, charities, pension and trusts. I also lead our investment advice with custody team in Glasgow where we combine personalised initial advice together with an in-house investment solution.
What's next for you professionally?
I look forward to continuing to build good relationships with clients and I am excited to grow Evelyn's investment advice with Custody proposition.
What qualifications and memberships do you have?
Chartered Wealth Manager