Randal McDonnell

How do you describe what you do?

The key responsibilities of my role include assisting with desk level portfolio management and decision making, client meeting preparations and assisting the team in ensuring we meet regulatory compliance.

What's next for you professionally?

In the next year I hope to be qualified as an Investment Manager, following completion of my exams and to be a more active contributor in client meetings. Further afield I also hope to undertake the CFA qualification in the coming years.

How did you start off in your career?

Upon completion of my BSc Finance degree at Queen's University Belfast I spent some brief months working in pensions actuarial at Mercer. I joined Evelyn Partners as a member 2024 Graduate Scheme in Investment Management.

What's your favourite thing about your role?

My favourite thing about my role is the variety of responsibilities. Participating in investment decision making and investment research allows me to be more informative to clients, build their trust and provide the best possible service.

What's next for you personally?

Over the next year I hope to be qualified as an Investment Manager, having more material input in client meetings. I hope to begin the process of CFA exams and make a strong contribution to internal investment research.

When you're not at work, what's your favourite thing to do?

I am an avid sports fan, I enjoy playing football and going to the gym. I can often be found watching Chelsea or other sports such as American Football, Basketball, Golf and Tennis. I am a music enthusiast and love attending the cinema.

Why does my role as a wealth manager matter?

Our role as a wealth manager allows us to ease the burden of financial future for successful, hard-working individuals whose time is devoted heavily to furthering their own careers.

What qualifications and memberships do you have?

• CISI Investment Advice Diploma (Level 4)
• CISI Chartered Wealth Management (Level 7)