Company

Evelyn Partners

Position

Partner

Index

UHNW Wealth Managers

Wealth & Investing

Location

London

Advice type

Investment management

Portfolio management

Wealth management

Client Types

Charities

Institutional investors

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Rebecca Davidson

Spear’s Review

Managing a book of more then £1 billion, Rebecca Davidson of Evelyn Partners manages wealth mostly for high- and ultra-high-net-worth families, but also for some large charities, university endowments and insurance funds.

‘About 50 per cent of my book of business is international in nature, and that includes US-connected clients,’ she said. Davidson joined Tilney BestInvest, which was to become Evelyn Partners, when it acquired Ingenious Asset Management in 2016. 

A qualified chartered financial analyst and a chartered member of the Chartered Institute for Securities & Investment, she also sits on Evelyn’s direct investment selection group and the stewardship and responsible investment group.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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