Profil
Mr. Mark P.
Willis is a Partner at Evelyn Partners Investment Management LLP.
He joined the firm in 2008 opening the Birmingham office.
As well as heading the local investment management team, he has overall responsibility for the investment management teams in both the Bristol and Guildford offices.
He is also a member of the Smith & Williamson Financial Services Executive Committee.
Mr. Willis began his professional career in 1996, working within small local firms.
Having left these businesses after a number of years he moved into the financial services industry, training as an Investment Manager.
He was previously been regional center head at Gerrard Investment Management, part of Barclays Wealth.
He has a BA and an MBA from Birmingham Business school He also holds a Chartered Institute for Securities & Investment (CISI) Diploma and is a Chartered Fellow of the CISI.
Postes actifs de Mark Paul Willis
| Sociétés | Poste | Début |
|---|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Director of Investments | 01/10/2008 |
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Entreprise privées
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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 utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
















