HNW Wealth Managers
Glasgow
Investment management
Portfolio management
Charities
HNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
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.
Rank: Recommended
Recommended 2023, HNW Wealth Managers
Top Flight
Evelyn Partners
Power List
London
Top Flight 2023 Power List
Top Recommended
Evelyn Partners
Divorce Consultancy & Support Services
London
Top Recommended 2023 Divorce Consultancy & Support Services
Top Recommended
Evelyn Partners
Accountants & Tax Advisers
London
Top Recommended 2023 Accountants & Tax Advisers
Top Recommended
Evelyn Partners
Accountants & Tax Advisers
Salisbury
Top Recommended 2023 Accountants & Tax Advisers
Top Recommended
Evelyn Partners
UHNW Wealth Managers
London
Top Recommended 2023 UHNW Wealth Managers
Top Recommended
Evelyn Partners
Accountants & Tax Advisers
London
Top Recommended 2023 Tax & Trust Accountants
Top Recommended
Evelyn Partners
Accountants & Tax Advisers
London
Top Recommended 2023 Accountants & Tax Advisers
Top Recommended
Evelyn Partners
Accountants & Tax Advisers
London
Top Recommended 2023 Accountants & Tax Advisers
Recommended
Evelyn Partners
HNW Wealth Managers
Southampton
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
London
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
London
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
Southampton
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
London
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
London
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
London
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
HNW Wealth Managers
London
Recommended 2023 HNW Wealth Managers
Recommended
Evelyn Partners
Accountants & Tax Advisers
Oxford
Recommended 2023 Accountants & Tax Advisers
Rising star
Evelyn Partners
UHNW Wealth Managers
London
Rising star 2023 UHNW Wealth Managers
Evelyn Partners
Legal
London
Evelyn Partners
Wealth Managers
London
Evelyn Partners
Wealth Managers