Peter Luis Fernandes
Director/Board Member at NCL Investments Ltd.
Profile
Mr. Peter L.
Fernandes is a Director & Head-Private Client Investment at Smith & Williamson Holdings Ltd.
and a Partner at Evelyn Partners Investment Management LLP.
He is on the Board of Directors at Smith & Williamson Financial Services Ltd., Smith & Williamson Holdings Ltd., NCL Investments Ltd.
and Smith & Williamson Services Ltd.
He is a partner in private client investment management and is a member of the financial services executive committee.
He chairs the group’s corporate and social responsibility and charities committee and is a member of the suitability committee.
He also continues to be a portfolio manager for high net worth clients.
Mr. Fernandes joined Smith & Williamson in 2001 following 12 years with Fleming Private Asset Management, where he advised high net worth clients in international portfolios, family OEICs and unit trusts.
Peter Luis Fernandes active positions
Companies | Position | Start |
---|---|---|
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. | Investment Committee Member | 31/12/2000 |
Smith & Williamson Holdings Ltd.
Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Director/Board Member | 31/12/2009 |
NCL Investments Ltd.
NCL Investments Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985. | Director/Board Member | 05/04/2002 |
Smith & Williamson Services Ltd.
Smith & Williamson Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK. | Director/Board Member | - |
Smith & Williamson Financial Services Ltd.
Smith & Williamson Financial Services Ltd. Financial ConglomeratesFinance Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a leading integrated wealth management and professional services group. The company is based in London, UK and has been providing wealth, accountancy, and business advisory services since 1836. The British company also provides tax risk and governance services for businesses operating in an increasingly challenging tax environment. Founded in 1995, the company offers financial planning services for retirement, estate planning, investing for children, and other financial goals. | Director/Board Member | 18/06/2018 |
Former positions of Peter Luis Fernandes
Companies | Position | End |
---|---|---|
Evelyn Partners Investment Services Ltd.
Evelyn Partners Investment Services Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse. | Director/Board Member | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
---|---|
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 |
Smith & Williamson Holdings Ltd.
Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Finance |
Evelyn Partners Investment Services Ltd.
Evelyn Partners Investment Services Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse. | Finance |
NCL Investments Ltd.
NCL Investments Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985. | Finance |
Smith & Williamson Services Ltd.
Smith & Williamson Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK. | Commercial Services |
Smith & Williamson Financial Services Ltd.
Smith & Williamson Financial Services Ltd. Financial ConglomeratesFinance Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a leading integrated wealth management and professional services group. The company is based in London, UK and has been providing wealth, accountancy, and business advisory services since 1836. The British company also provides tax risk and governance services for businesses operating in an increasingly challenging tax environment. Founded in 1995, the company offers financial planning services for retirement, estate planning, investing for children, and other financial goals. | Finance |
- Stock Market
- Insiders
- Peter Luis Fernandes