Company
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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Top 100
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