Oliver Smye
Investment management
Areas of expertise
Oliver provides investment management services for private clients through a range of different structures and wrappers. He specialises in international clients and those in receipt of personal injury compensation awards.
As well as day-to-day responsibility for client portfolios, Oliver sits on the Fixed Income Collectives team as a Research Analyst.
Experience
Oliver joined Evelyn Partners in 2018 from a boutique ethical and sustainable financial advice firm. Prior to this, he graduated from the University of Manchester in 2017 with a first-class degree in Geography & Geology.
Notable client work and achievements
Oliver is a member of the Social Mobility Committee at Evelyn Partners, and helped to organise We Can Be, a Lord Mayor’s Appeal event aimed at increasing inclusion and diversity in financial services.
Professional qualifications and memberships
Chartered Wealth Manager and Member (MCSI) of the Chartered Institute for Securities & Investment (CISI).