Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its Leeds investment management team by appointing Matthew Wells as a Partner. Matthew is a highly experienced investment manager focusing specifically on the management of charities and private clients.
Matthew has over 25 years’ industry experience. He started his career with Schroders in the City of London and since 2000 has worked for RBC Brewin Dolphin in Leeds, joining Evelyn Partners from his role as Senior Portfolio Manager. He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region. Matthew is a Chartered Institute for Securities & Insurance Chartered Wealth Manager. He is a Development Board Member for Martin House Children’s Hospice in Wetherby, a volunteer junior Rugby Union coach and a Level 1 qualified England Boxing coach.
Evelyn Partners’ Leeds office - which is based at City Point in King Street - provides a range of services, including financial planning, investment management and tax advice, to help clients manage their personal and business financial affairs.
Ian Gibson, Managing Partner in Evelyn Partners’ Leeds office commented:
“I’m delighted to welcome Matthew to our growing Leeds office. He has a wealth of experience building long-term relationships with charities and high net worth individuals across the region and helping them achieve their investment objectives. I am looking forward to working closely with Matthew as we continue with our growth plans for expanding our investment management offering in the region.”
Matthew added: “I am very excited to be joining the Evelyn Partners team in Leeds. I am looking forward to bringing my 25 years industry experience to an already well-established, professional and dedicated team. From the Evelyn Partners team in Leeds I will continue to provide a high level of client service, bespoke financial strategy and investment performance to charities and private clients throughout the region.”
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
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.
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