Mark Paul Willis
Director of Investments chez Evelyn Partners Investment Management LLP
Profil
Mr. Mark P.
Willis is an Investment Partner & Head of Regional Offices at Evelyn Partners Investment Management LLP.
Mr. Willis joined the firm in 2008 opening the Birmingham office.
As well as heading the local investment management team, he has overall responsibility for the investment management teams in both the Bristol and Guildford offices.
He is also a member of the Smith & Williamson Financial Services Executive Committee.
Mr. Willis began his professional career in 1996, working within small local firms.
Having left these businesses after a number of years he moved into the financial services industry, training as an Investment Manager.
He was previously been regional center head at Gerrard Investment Management, part of Barclays Wealth.
Mr. Willis has a BA and an MBA from Birmingham Business school He also holds a Chartered Institute for Securities & Investment (CISI) Diploma and is a Chartered Fellow of the CISI.
Postes actifs de Mark Paul Willis
| 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. | Director of Investments | 01/10/2008 |
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| Entreprise privées | 1 |
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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 |