Peter Magee

Areas of expertise

Direct global equity and multi-asset portfolios for private clients, institutions and charities.

Experience

Peter is experienced in managing a variety of investment vehicles from onshore UK portfolios to OEICs, as well as a range of offshore trust and company structures. Peter joined Evelyn Partners in 2013 after graduating from Durham University with a degree in Politics, Philosophy and Economics. Peter has specific experience in managing global equity and multi-asset portfolios for private clients, institutions and charities.

Peter also has responsibility for covering the General Retail sector as a sector analyst as well as chairing Evelyn’s monthly equity research review. Since joining Evelyn Partners, Peter has attained the CFA designation as well as becoming a Member of the Chartered Institute for Securities & Investment.

His key responsibilities encompass:

• Working as part of an investment management team that manages in excess of £1 billion of assets.
• Managing multi-asset portfolios across a range of onshore and offshore investment vehicles.
• Co-manager of Evelyn's Multi-Asset Fund range.
• Performs detailed investment research that involves financial modelling, company and analyst meetings as well as overseas research trips.

Professional qualifications and memberships

BA (Hons) from Durham University – Philosophy, Politics and Economics
CFA Charterholder
Chartered MCSI and a member of the Chartered Institute for Securities and Investment
STEP Affiliate Member - London