Teams at Evelyn Partners

Lead risk and compliance for Evelyn Partners Investment Management (Europe) Ltd: chair and report to risk and audit committees, maintain compliance risk assessments, act as MLRO, oversee AML/CFT policies and regulatory requests, design and run risk-based monitoring, escalate issues to board and group committees, and provide compliance advice, training and monitoring.

Provide personalised investment advice and portfolio management, build and develop client relationships, execute business plans and win new business, construct and review portfolios in line with investment policy, place deals accurately, and maintain professional development and regulatory compliance.