Ian Stuart Richley
Gestionnaire de Portefeuille-Actions chez Evelyn Partners Investment Management LLP
Profil
Mr. Ian S.
Richley, CFA, is a Partner at Evelyn Partners Investment Management LLP.
Mr. Richley is responsible for managing bespoke investment portfolios for private clients and charities.
He has over 25 years’ experience in the industry.
He joined the firm as an Associate Director in 2007 where he helped set up the successful investment office in Bristol.
He was made a Director in 2009 before becoming a Partner in 2013.
He has managed multi-asset portfolios across generations for wealthy families, as well as managing endowment and other portfolios for some of the best known charities in the South West of England.
Mr. Richley began his career at NatWest Markets in 1995 before joining Greig Middleton in 1999.
Mr. Richley is an Associate of the UK Society of Investment Professionals (SIP), Associate of the Chartered Institute for Securities & Investment (ACSI), BA (Honors) Economics.
Holds ASIP qualification.
Postes actifs de Ian Stuart Richley
| 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 | 01/01/2007 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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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 |
