Eline Lofgren

Spear’s Review

Based at Evelyn Partners’ Glasgow office, investment director Eline Lofgren has been delivering high returns for her HNW clients since 2013. Working primarily with pension trusts, charity groups, and HNWs, she joined the company from Barclays where she sat on its global portfolio construction committee. 

She tells Spear’s that what’s unique about Evelyn Partners is that unlike most wealth management firms, clients’ investment adviser and relationship manager are the same individual. ‘The thing that really comes to the forefront is that their contact point is the [same] which is something that’s becoming rare’.

Lofgren describes herself as ‘market-oriented’ and says that she is known among her clients for creating bespoke portfolios. 

Outside the office, the Marshall University graduate (she holds an MBA in economics) is a trustee for the Veterans’ Foundation, a grant-giving charity.