Fergus John Caheny
Stratège de marché chez Evelyn Partners Investment Management LLP
Profil
Mr. Fergus J.
Caheny is a Partner at Evelyn Partners Investment Management LLP.
He places great emphasis on strategic planning, looking at long-term goals and existing asset position before executing investment strategy.
This integrates tax strategies alongside the investment process.
Mr. Caheny has worked in financial services since 1994.
His client work includes personal wealth structuring for entrepreneurs, family groups and individuals.
He works collaboratively with other advisers to help business owners achieve their goals.
He is equally at home advising landed families and he is experienced in dealing with the dynamics of extended families with multiple generations.
Postes actifs de Fergus John Caheny
| 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. | Stratège de marché | 01/04/2012 |
Expériences
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Relations
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 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 |