Sophie Westwood (nee Weavers)
Investment management
Areas of expertise
Private Clients
Experience
Sophie joined Smith & Williamson (Evelyn Partners) in 2012 after graduating from university. She manages discretionary portfolios for UK based clients and families, including pension funds and trusts. As part of the firms investment process, she is a collectives specialist on Resources fund and is the lead analyst on the Household Durables and Construction sectors.
Professional qualifications/memberships
University of Kent, First in Economics
CISI Chartered Wealth Manager
Fellow of the Chartered Institute for Securities and Investment (CISI)