Gettyimages 978705946 WEB
Rebecca Davidson Investment management
Partner, Investment management

Rebecca Davidson

Investment management

Areas of Expertise

Manager of discretionary portfolios for private clients, trusts, charities, corporates and endowments. Rebecca specialises in UHNW families, international mandates and complex structures.

Rebecca manages a large number of US connected individuals and is a fund manager of the Evelyn Partners Insurance Dedicated Fund.


Rebecca sits on the firm’s Direct Investment Selection Group and the Stewardship & Responsible Investment Group.

Rebecca has over a decades experience looking after complex UHNW families across multiple generations and jurisdictions.

Notable Client work and achievements

Rebecca was named Women of the Year – Investment 2020, at the Women’s in Financial Advice Awards, and listed on both the 2021 PAM Top 40 under 40 and the CityWire Top 100 2021.

Professional qualifications and memberships

  • Chartered Member of the Chartered Institute for Securities & Investment (CISI)
  • Chartered Financial Analyst (CFA)

Your details