Company

Evelyn Partners

Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Alex Waddington

Alex Waddington joined Smith & Williamson as a graduate in 2015. He is now part of a dynamic two-person team; he and Alex Bowden look after ‘just shy of £700 million’.

‘One third is offshore, and two thirds is onshore UK business.’ His main area of expertise is ‘family open-ended investment companies [Oeics]’, whereby a family has sufficient investable assets for them to open their own investment company. ‘We manage those on a global basis,’ says Waddington.

Waddington also provides research analysis for the firm, leading a team that covers general financials. ‘I spend 70 per cent of my time around the core client base, and 30 per cent around research. This is a key differentiator from other firms, who do not have dedicated research teams.’

Rank: Rising star

Rising star 2023, UHNW Wealth Managers

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