Chris McCleane
Gestionnaire de Portefeuille-Actions chez Evelyn Partners Investment Management LLP
Profil
Mr. David C.
McCleane is a Partner at Evelyn Partners Investment Management LLP.
He joined the firm in 1987 and has built a substantial client base over the past 30 years owing to his extensive experience managing charity and trust investment portfolios as well as self-invested personal pensions (SIPPS) and private clients.
Mr. McCleane manages investments for several generations of families, advising them on inheritance and succession planning.
He has established a large network of professional contacts.
Mr. McCleane was appointed as a director in 2008 and a partner in 2013.
He is a Fellow of the Chartered Institute for Securities & Investment (CISI) and a Fellow of the Institute of Directors.
Postes actifs de Chris McCleane
| Sociétés | Poste | Début |
|---|---|---|
Evelyn Partners Investment Management LLP
 Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Gestionnaire de Portefeuille-Actions | 01/01/1987 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Finance |
