Cathy Griffiths
Gestionnaire de Portefeuille-Actions chez Evelyn Partners Investment Management LLP
Profil
Ms. Catherine M.
Griffiths is a Partner at Evelyn Partners Investment Management LLP.
She has provided investment advice for many years to a wide variety of private clients.
Ms. Griffiths directly manages a good number of investment portfolios including ISAs and pension funds as well as providing investment advice to trustees of discretionary, life interest and charitable trusts.
She ensures tax-efficient management of portfolios in particular with regard to capital gains tax where applicable.
Ms. Griffiths is a Fellow of the Chartered Institute for Securities & Investment (CISI).
Postes actifs de Cathy Griffiths
| 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 | 01/12/2002 |
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 |