Simon John Hugh Woolf
Portfolio Manager-Equities at Evelyn Partners Investment Management LLP
Profile
Mr. Simon J.
Woolf is a Partner at Evelyn Partners Investment Management LLP.
He has also been asked to deal with a number of the firm's largest family accounts.
Mr. Woolf has worked in the investment industry since 1994 and in discretionary investment management since 1996.
Initially dealing with private clients, he was asked to specialize in dealing with the charity sector in 2006, during his time at Barclays Wealth.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).
Simon John Hugh Woolf 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. | Portfolio Manager-Equities | 17/08/2008 |
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| Private companies | 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 |
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