Company

Evelyn Partners

Index

HNW Wealth Managers

Location

Southampton

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

James Grayson

Spear's Rveiew

James Grayson, together with colleagues Lindsay Spencer and Richard Lindop, is among the senior trio that Tilney Smith & Williamson (now Evelyn Partners) hired from Brooks Macdonald during the Covid-19 period in 2020. This was part of the firm’s wider strategy to enhance its investment strategy for the benefit of its diverse HNW client base.

Grayson, who joined the firm’s Southampton office, will cover the central South and South Coast areas. He has spent 11 years at Brooks Macdonald. Prior to that, he worked at Thesis Asset Management.

In his current role as director, Grayson helps professional intermediaries provide investment solutions to their clients, with an aim to build ‘long-lasting, trusted relationships’ – a skill he has developed in his decades’ worth of experience in financial services.

Rank: Recommended

Recommended 2023, HNW Wealth Managers

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