Company
Position
Partner
Index
UHNW Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Wealth management
Client type
Charities
Institutional investors
UHNW families
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Rebecca Davidson
Spear’s Review
With a client book valued at more than £1 billion, partner 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 says. 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.
Top Recommended 2025, UHNW Wealth Managers