Oliver Spence
Investment management
Areas of expertise
Investment Management, Passive Investing
Experience
Ollie joined Evelyn Partners as an investment Associate in 2020. Whilst graduating with a First Class Honours degree from the University of Strathclyde he published an academic study in the Journal of Index Investing and gained valuable experience working at Morgan Stanley Investment Bank.
Notable client work and achievements
Ollie manages a broad group of clients including private clients, businesses and charities alongside Colin Lowson and Jamie Hunter in Glasgow. He contributes to the firm’s internal fund research process as a European and Passive Investment research analyst.
Professional qualifications and memberships
He is a Chartered Wealth Manager and Member of the Chartered Institute of Securities & Investment.