Company

Evelyn Partners

Position

Partner

Index

UHNW Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Wealth management

Client Types

Charities

Institutional investors

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Rebecca Davidson

Spear’s Review

Managing a book of more then £1 billion, Rebecca Davidson of Evelyn Partners manages wealth mostly for high- and ultra-high-net-worth families, but also some large charities, university endowments and insurance funds.

‘About 50 per cent of my book of business is international in nature, and that includes US-connected clients,’ she said. Davidson joined Tilney BestInvest, which was to become Evelyn Partners, when it acquired Ingenious Asset Management in 2016. 

A qualified chartered financial analyst and a chartered member of the Chartered Institute for Securities & Investment, she also sits on Evelyn’s direct investment selection group and the stewardship and responsible investment group.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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