Sam Coppin

Areas of expertise

Sam specialises in:

UK Private Clients, Multi-asset investing, Collective Investments, Discretionary and Investment Advisory Portfolios

Experience

Sam has a number of years of investment management experience having joined Best invest (part of the Evelyn Partners Group) in 2004 from Fidelity.

He focuses on investment advisory mandates helping private clients to manage their investment portfolios using a broad range of financial solutions and tax wrappers.

Sam also has an active management role in the group as Head of our award-winning Investment Advisory Services.

Professional qualifications and memberships

Sam is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI).