Rebecca Davidson

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.

Experience

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)