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Company

Evelyn Partners

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

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.

Note: Davidson is currently on leave and this profile will be updated on her return.

Rank: Recommended

Recommended 2026, UHNW Wealth Managers

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