James Peter Eggels
Gestionnaire de Portefeuille-Actions chez Evelyn Partners Investment Management LLP
Profil
Mr. James P.
Eggels is a Partner at Evelyn Partners Investment Management LLP.
He manages discretionary portfolios on behalf of a wide range of private clients, trusts, charities and companies.
He has a particular interest in managing portfolios for charities and helping Trustees to formulate ethical investment policies.
He manages portfolios using a blend of asset types, targeting a variety of investment objectives and risk profiles.
Mr. Eggels is a member of the firm’s Investment Process Committee and joined the firm in 2007 and became a Partner in 2014.
Mr. Eggels worked at Gerrard Investment Management.
Postes actifs de James Peter Eggels
| 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 | 28/06/2007 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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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 |
