Matthew Dickens

Areas of Expertise

Manager of discretionary portfolios for private clients, trusts, charities, corporates and endowments. Matthew specialises in UHNW families, international mandates and complex structures.

Matthew is co-Manager of the firm’s £7bn Evelyn Active Portfolio fund range as well as the Evelyn Global Active Funds and Evelyn Global Direct Funds.

Experience

Matthew was previously Director of Fund Research for Evelyn Partners and was responsible for implementation of our fund research and selection across £19bn of assets. He has previously sat on the firm’s Investment Process, Asset Allocation committees and Chaired the Collective Investment Committee.

Matthew has over a decades experience looking after complex UHNW families across multiple generations and jurisdictions.

Notable Client work and achievements

Matthew has been twice recognised in Citywire's Wealth Manager Top 30 under 30 and Wealth Manager’s Top 100.

Professional qualifications and memberships

• Chartered Member of the Chartered Institute for Securities & Investment (CISI)
• Chartered Financial Analyst (CFA)