Stephen Bristow

Areas of expertise

Investment management – High net worth individuals and families, pensions, trusts and charities.

Experience

I have 30+ years' experience in investment management and private banking, having represented some of the world’s leading international private banks prior to joining Evelyn Partners in 2018.
I advise a range of clients including entrepreneurs, senior executives, charities, trustees and family offices. I work closely with financial planners, tax professionals and other professional advisers in order to provide suitable and effective advice which considers clients’ overall wealth position.

Notable client work and achievements

Primary area of responsibility is in managing bespoke portfolios for High Net Worth clients and Family Offices.

Professional qualifications and memberships

• Financial Planning Certificate (FPC)
• Private Client Investment Advice and Management (PCIAM)
• Member of the Chartered Institute for Securities & Investment (MCSI)