Paul Quinn

Areas of expertise

Paul works with a wide range of private clients including business owners, HNW individuals/families, senior executives, corporates entities and sport professionals to provide investment management solutions in-line with client objectives and goals. 

Experience

Paul often works collaboratively with financial planners and tax professionals across the business to consider client's overall wealth position. 

Working on RIFA (Retiring IFA) projects to bring about a smooth outcome for clients transitioning between companies. 

Bespoke ESG mandates.

Developing networks of professionals to enhance client outcome. 

Notable client work and achievements

Managing bespoke investment portfolios across generations of families with a focus on long-term preservation of wealth.

Paul helped transition a large number of UHNW sport and media professionals into Evelyn Partners due to a retiring financial advising and accountancy business, and he continues to manage the business relationship for further introductions. 

Professional qualifications and memberships

Chartered Fellow (FCSI) of the Chartered Institute for Securities & Investments (CISI) following completion of the Chartered Wealth Management qualification.

Investment Advice Diploma (Securities).