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USA Evelyn Partners strengthens Leeds investment management team with experienced appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered the investment management team in its Leeds office by appointing Lauren Glaister as a Partner.
Evelyn Partners strengthens Leeds investment management team with experienced appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered the investment management team in its Leeds office by appointing Lauren Glaister as a Partner.
Lauren joins from LGT Wealth Management’s discretionary fund management business (previously part of abrdn) where she spent three years and was a Senior Investment Manager. Prior to LGT and abrdn, Lauren worked for Tilney Investment Management (now Evelyn Partners) and Redmayne-Bentley. She specialises in managing investments for private clients and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Lauren is also a trustee of Leeds Hospitals Charity and sits on their Finance & Performance and Audit & Risk committees.
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 Lauren to our Leeds investment management team. Lauren is a former colleague, and I am looking forward to working with her again as we continue with our growth plans in the region over the course of 2024. I know that Lauren’s extensive, senior investment management will be a great asset for our business and clients.”
Lauren added: “I am thrilled to be joining the Evelyn Partners team in Leeds, I know many of them well and feel it will be an excellent and important move in my career. The investment proposition offered is second to none and along with my new colleagues I believe we have a real opportunity to further the superior growth already achieved.”
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