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USA Evelyn Partners announces Charlotte Davies to join as new General Counsel
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Charlotte Davies as its next General Counsel. Charlotte will join Evelyn Partners on 1 September, taking on the role from Nicola Mitford-Slade who will be retiring after a handover period. Charlotte will also join the Evelyn Partners Group Executive Committee.
Evelyn Partners announces Charlotte Davies to join as new General Counsel
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Charlotte Davies as its next General Counsel. Charlotte will join Evelyn Partners on 1 September, taking on the role from Nicola Mitford-Slade who will be retiring after a handover period. Charlotte will also join the Evelyn Partners Group Executive Committee.
Charlotte joins Evelyn Partners from Provident Financial Group PLC, the London Stock Exchange listed specialist bank, where she has been Group General Counsel and Company Secretary since April 2019. Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management. She has also held senior positions at Lockton, the insurance brokerage, and insurer RSA group. Charlotte began her legal career at Clifford Chance, before moving to Norton Rose. She holds a degree from the University of Southampton and a post-graduate qualification from the College of Law, Guildford.
Chris Woodhouse, Group Chief Executive of Evelyn Partners, commented:
“We are delighted to welcome Charlotte to the group having recently embarked on our next phase of growth and development under the new Evelyn Partners brand. She has extensive legal, commercial, risk management and regulatory experience - predominantly within the financial services sector - which will prove invaluable at Evelyn Partners.
“Ahead of her retirement I would also like to pay thanks to Nicola for her many years of service and particularly the role she has played in helping successfully deliver the merger and integration of Tilney and Smith & Williamson.”
About Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1 billion of assets under management (as at 31 December 2023), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics
For further information please visit: www.evelyn.com
Disclaimer
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details