Managing Director, Corporate Affairs

Jason is our lead spokesperson. He has worked in the investment industry for nearly three decades, at both wealth and asset management firms. He is frequently quoted in the press and has previously written for leading titles including the Financial Times and The Times. He has a regular column in The Herald.

After graduating from Oxford he initially worked as a management consultant before entering the investment industry with Bestinvest, where he worked for nine years until 2002, initially as Head of Research and latterly as Deputy Managing Director. Jason then spent nine years holding senior positions in the asset management industry as Director, Head of Communications & Strategy at ISIS Asset Management and then Director, Head of Corporate Affairs at F&C Asset Management where he was responsible for Investor Relations and Group Communications. He returned to Bestinvest in 2012 ahead of it's 2014 combination with Tilney (now Evelyn Partners).

For press comment or to arrange an interview, please get in touch with the press team

Managing Director, Corporate Affairs

Jason is our lead spokesperson. He has worked in the investment industry for nearly three decades, at both wealth and asset management firms. He is frequently quoted in the press and has previously written for leading titles including the Financial Times and The Times. He has a regular column in The Herald.

After graduating from Oxford he initially worked as a management consultant before entering the investment industry with Bestinvest, where he worked for nine years until 2002, initially as Head of Research and latterly as Deputy Managing Director. Jason then spent nine years holding senior positions in the asset management industry as Director, Head of Communications & Strategy at ISIS Asset Management and then Director, Head of Corporate Affairs at F&C Asset Management where he was responsible for Investor Relations and Group Communications. He returned to Bestinvest in 2012 ahead of it's 2014 combination with Tilney (now Evelyn Partners).

For press comment or to arrange an interview, please get in touch with the press team

Personal Finance Analyst, Bestinvest

Alice is our spokesperson for Bestinvest. She is frequently quoted in the press as an expert on all matters related to personal finance. She joined Evelyn Partners in 2022 after 25 years working as a journalist with the past 15 years of her career focused on personal finance.

Prior to joining Evelyn Partners, Alice worked for The National in Abu Dhabi in the United Arab Emirates for more than a decade, firstly as Personal Finance Editor and later as the Business correspondent for the newspaper’s London Bureau.

For press comment or to arrange an interview, please get in touch with the press team

Partner

I am a Partner (DIP PFS, BA Hons) within Evelyn Partners, working in our North East office, which is based on the Newcastle Quayside and provides Wealth management advice to both Personal and Corporate clients.

I have worked in financial services for over 20-years and have been providing advice to private clients and businesses for over 15-years. I am now in my 20th year of working within Evelyn Partners. I take am immense amount of pride in the levels of advice and service that I provide to my clients.

I am an experienced financial planner able to deal with both simple and complex planning matters. In terms of personal financial planning, I provide advice in areas such as protection, tax-efficient investing, retirement planning and mitigating inheritance tax. I also have significant experience dealing with SMEs and owner managed businesses and providing effective advice for business start ups all the way through to exits from business and maximising tax efficiencies.

For press comment or to arrange an interview, please get in touch with the press team

Associate director

Henrietta has been advising private clients since 2007, initially as an investment manager before moving into financial planning. She works with clients across all stages of their financial planning journey, with a particular interest in assisting vulnerable clients and those later in life. She is passionate about helping clients engage with their finances and enjoys breaking down complex matters into clear and easy to understand advice.

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Chief Financial Planning Director

Emma is Chief Financial Planning Director and a member of the Group Executive Commitee and the Financial Services Executive Commitee. She is responsible for developing the Financial Planning business. Emma also has responsibility for her region as the Regional Managing Partner for London whilst continuing to look after private clients and their families.

Emma has over 20 years’ experience in the industry, having worked for HSBC Private Bank before joining Bestinvest in 2012. Her award-winning Financial Planning team won Financial Planning Firm of the Year at the 2023 Citywealth Magic Circle Awards.

In addition to her current responsibilities, she has a passion for financial literacy and enjoys being a mentor to and champion of individuals within the industry. She is a fellow and chartered Financial Planner of the CII.

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Client Proposition

Over 30 years in financial services in a variety of roles, with more than 20 years specialising in estate planning and trusts.

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Director

With over 17 years’ experience within the financial services industry, Lucie is a SOLLA accredited adviser who specialises in looking after our most vulnerable clients including those who are going into care, have suffered a serious injury or who are going through a divorce or separation. Lucie is also a Dementia Friend Champion so understands the challenges that this disease can present and how best to support.

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Partner

Ben has particular specialist knowledge in pensions and divorce and has used this understanding to grow the firms Family team. Ben has a network of family lawyers whom he assists with pension income equalisation and expert witness reports. Ben is particularly adept at identifying strategies to maximise the total settlement size by identifying the true value of investments, pensions and businesses and how best to preserve these were beneficial to do so.

Divorce; Ben Glassman heads the firm's Family & Divorce practice from the London office. He and his team have a wealth of experience advising clients and their legal representatives during this unsettling time.

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Financial Planner

Carl advises on all aspects of private client advice with a particular focus on those clients with long-term retirement and estate planning needs.

His experience includes advising entrepreneurs, senior partners and he enjoys the challenge of working with multi-generational family arrangements.

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Managing Partner

Chartered and Certified Financial Planner

Adam specialises in providing advice to Ultra High Net Worth, HNW & SME’s in all areas of personal and financial planning. As well as this Adam specialising in giving financial planning advice to Sports and Entertainers working with some of Europe’s top footballers and global music stars.

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Partner

Graham has extensive experience helping his clients to understand what their wealth means to them and with estate planning, advises on the best ways to pass on wealth in the most effective way. Sometimes this will be to reduce an inheritance tax bill or to see the next generation enjoying their money.

Graham sees it as a privilege working with clients to help them achieve financial security and the life they’ve always wanted, whilst building a plan to ensure they have enough money to meet their lifetime needs and retire comfortably. He helps clients navigate their options so that wealth can be accumulated or income generated tax-efficiently.

Graham has almost 3 decades of experience in the financial services industry and has been advising clients at Evelyn Partners since 2007.

For press comment or to arrange an interview, please get in touch with the press team

Partner, Private Client Tax Services

Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.

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Partner, Private client tax services

Chris’ client base mostly comprises executives, senior employees and partners, with a specific focus on the legal and financial services sector.

Along with dealing with annual tax compliance for these individuals, Chris provides proactive advice on income tax, capital gains tax and inheritance tax issues.

Chris also specialises in advising on UK residential property, particularly the relief from capital gains tax for the family home.

For press comment or to arrange an interview, please get in touch with the press team

Partner, Business Tax

Jenny joined Evelyn Partners in 2019 having worked with Big 4 and mid-market firms for over 20 years in tax. She has advised a wide range of clients from UK start-ups through to global multinationals across all sectors.

She has spent time in industry covering maternity leave for UK head of tax for a multinational business so understands what is important to clients when working with advisers and always looks to deliver this to her clients.

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Head of Growth – Professional Services

Tom joined Evelyn Partners (formerly Smith and Williamson) in 2017 after more than 10 years working in the Big Four. He has advised a wide range of clients from UK start-ups through to global multinationals.

Tom has led our fintech and business tax practice during his time at Evelyn Partners.

For press comment or to arrange an interview, please get in touch with the press team

Partner

Partner, VAT, Business Tax

Sunil has 13 years of advising clients across all sectors in relation to Indirect Tax matters particularly UK and EU VAT.

Sunil joined Evelyn Partners in early 2018 after previously working for 3 of the Big 4 accountancy firms and also managing the global VAT affairs of a FTSE 100 banking group.

For 6 years of his career, Sunil focussed on advising clients on VAT matters specifically relating to Mergers & Acquisitions.

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Chief Investment Management Director

Chris is Chief Investment Management Director, a member of the Group Executive Committee and the Financial Services Executive Committee. He is responsible for leading our Investment Management business, including our investment process, client service and engagement with intermediaries. Alongside this, Chris has direct responsibility for the London region.

Chris has developed a successful career as an investment manager, working with private client families and their advisers in the UK and internationally. He has provided advice on long-term investment strategies, directly managing portfolios as well as guiding overall financial strategies.

He has enjoyed lasting relationships with a focused group of clients and advisers in the UK and across the world. He and his teams have managed portfolios in a wide range of tax environments, including pension funds and situations involving non-standard residence and domicile. 

He has a good understanding of alternative assets, as well as more traditional investments. He is also experienced in working with more complex family structures and issues around inheritance and succession planning.

For press comment or to arrange an interview, please get in touch with the press team

Partner, Investment management - funds

Genevra focuses on the management of multi-asset fund-of-fund solutions and funds research. She is Lead Manager of the Sustainable Central Investment Propositions (Sustainable Evelyn Active Portfolios and Sustainable Managed Portfolio Service), and co-manager of the Active Managed Portfolio Service and Defensive Growth Fund.

Genevra joined Evelyn Partners, then Smith & Williamson Investment Management, in September 2008. She became a member of the Multi-Asset team in January 2010, and has since been involved in managing multi-asset fund-of-funds and funds research, with a particular focus on investment companies.

For press comment or to arrange an interview, please get in touch with the press team

Managing Partner, Investment management

James heads up Evelyn Partners’ Managed Portfolio Service as well as leading the Multi Asset team which oversees the Evelyn Partners MM Global Investment Fund, the Defensive Growth Fund and the MM Endurance Balanced Fund.

James joined the firm in 1999 and started working on the investment trust desk in 2001. He also sits on the firm’s Asset Allocation Committee and the Collectives Investment Group.

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Chief Investment Strategist

Daniel joined Evelyn Partners (formerly Smith and Williamson) in September 2017 as their investment strategist. This followed 7 years as an in-house strategist for Hong Kong asset managers, Ajia Partners and RAYS Capital. Daniel had first moved to Asia to join Merrill Lynch as a Regional Equity Strategist in 2007, after spending 13 years at London-based global macro consultancy and asset allocation firm, Independent Strategy.

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Associate director

Rob sits in Investment Strategy team at Evelyn Partners. He primarily focuses on investment research and asset allocation. This involves developing quantitative models to enhance the firm’s investment process and advising Fund Managers on both tactical and strategic asset allocation. Rob also writes thought leadership pieces and regularly comments on the latest economic and market developments.

Before joining Evelyn Partners, Rob worked in the Economics practice at PwC. He led teams in the financial and macroeconomics divisions and focused on macroeconomic modelling, scenario analysis, and global investment return assumptions.

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Investment Strategist

David joined Evelyn Partners (formerly Smith & Williamson) in March 2018 to work in the investment strategy team with a focus on the firm’s asset allocation process. He spent the previous 5 years at Kleinwort Benson, where he was responsible for quantitative processes for asset allocation, bond selection, commodities and FX in the investment policy committee. David graduated from the University of Exeter with a degree in Pure & Applied Mathematics in 2006 before starting his career at Barclays and becoming an investment manager at Charles Stanley.

For press comment or to arrange an interview, please get in touch with the press team

Partner, Investment management - funds

Genevra focuses on the management of multi-asset fund-of-fund solutions and funds research. She is Lead Manager of the Sustainable Central Investment Propositions (Sustainable Evelyn Active Portfolios and Sustainable Managed Portfolio Service), and co-manager of the Active Managed Portfolio Service and Defensive Growth Fund.

Genevra joined Evelyn Partners, then Smith & Williamson Investment Management, in September 2008. She became a member of the Multi-Asset team in January 2010, and has since been involved in managing multi-asset fund-of-funds and funds research, with a particular focus on investment companies.

For press comment or to arrange an interview, please get in touch with the press team

Director of responsible investment

Katrina is part of the team at Evelyn Partners which is focusing on the incorporation of ESG factors into the investment process. The firm is working to reflect these priorities within our active ownership programme by encouraging companies to improve business practices.

On graduating from the University of Oxford in 1994, Katrina joined Morgan Grenfell Asset Management (later Deutsche Asset Management) where she was ultimately a Director of Global Equities. Katrina has pursued a consulting career since 2002 with a focus on charities and pension funds. This has allowed her to develop a specialism in responsible investment and, more recently, climate change and TCFD assessments.

For press comment or to arrange an interview, please get in touch with the press team

Partner, Advisory Consulting

Claire built upon Big Four restructuring and advisory experience with ten years in industry, successfully leading turnaround and transformation programmes and supporting high growth and working capital constrained businesses. With a breadth of Board level and corporate finance experience and a proven track record for operational and strategic delivery, Claire works intelligently and creatively to drive both short term performance improvement and real change over the medium to long-term.

This industry experience provides Claire with commercial acumen and a deep understanding of the challenges businesses face, and importantly, how to alleviate them. Claire has worked across business sizes and sectors with specialisms in energy, renewables, professional services, manufacturing and technology.

For press comment or to arrange an interview, please get in touch with the press team

Head of Growth – Professional Services

Tom joined Evelyn Partners (formerly Smith and Williamson) in 2017 after more than 10 years working in the Big Four. He has advised a wide range of clients from UK start-ups through to global multinationals.

Tom has led our fintech and business tax practice during his time at Evelyn Partners.

For press comment or to arrange an interview, please get in touch with the press team

Group Chief Executive Officer

Paul Geddes joined Evelyn Partners in July 2023 and was appointed as Chief Executive Officer on 6 October 2023.

He was previously CEO of QA Group, a leading provider of higher education and workforce learning programmes and services. Prior to that, Paul spent ten years as CEO of Direct Line, the FTSE 250 insurance group. Having been CEO of the insurance division of the Royal Bank of Scotland, which included the Direct Line, Churchill, Privilege, Green Flag and NIG brands, he was responsible for splitting the division off from the bank and leading the successful IPO of Direct Line Group.

He was also CEO of RBS' Retail Bank in the UK Mainland, including NatWest, and a member of the RBS Group Executive Committee. Before joining RBS, he held a number of marketing roles with well-known retail brands. Paul graduated from Oxford.

For press comment or to arrange an interview, please get in touch with the press team

Managing Director, Corporate Affairs

Jason is our lead spokesperson. He has worked in the investment industry for nearly three decades, at both wealth and asset management firms. He is frequently quoted in the press and has previously written for leading titles including the Financial Times and The Times. He has a regular column in The Herald.

After graduating from Oxford he initially worked as a management consultant before entering the investment industry with Bestinvest, where he worked for nine years until 2002, initially as Head of Research and latterly as Deputy Managing Director. Jason then spent nine years holding senior positions in the asset management industry as Director, Head of Communications & Strategy at ISIS Asset Management and then Director, Head of Corporate Affairs at F&C Asset Management where he was responsible for Investor Relations and Group Communications. He returned to Bestinvest in 2012 ahead of it's 2014 combination with Tilney (now Evelyn Partners).

For press comment or to arrange an interview, please get in touch with the press team

Chief Professional Services Director

Andrew joined the firm in 2004 and was previously head of Tax. In his role as head of the firm’s Professional Services business, from 1 July 2022, he has overall responsibility for client teams working across Assurance and Business Services, Tax and Advisory.

Prior to taking up his management roles, Andrew had various client facing roles helping mid-market, fast growth businesses and their owners. He is a Chartered Accountant and Chartered Tax Adviser, and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

For press comment or to arrange an interview, please get in touch with the press team