Company

Evelyn Partners

Index

HNW Wealth Managers

Location

Southampton

Sector Focus

Financial Services

Wealth Management & Private Banking

Lindsay Spencer

Spear’s Review

Lindsay Spencer, together with colleague James Grayson, is among the senior team that Evelyn Partners (then Tilney Smith & Williamson) 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.

Spencer, who joined the firm’s Southampton office, covers the central south and south coast areas. She spent 11 years at Brooks Macdonald. Prior to that, she worked at Thesis Asset Management. She is proud of the fact that she works collaboratively with professional advisers to run portfolios for private clients, trusts, charities and companies ‘according to their financial goals and risk appetites’. She has more than 15 years’ financial services experience under her belt.

Rank: Recommended

Recommended 2023, HNW Wealth Managers

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