Nuala Cecelia Devine
Gestionnaire de Portefeuille-Actions chez Evelyn Partners Investment Management LLP
Profil
Ms. Nuala C.
Devine is a Partner at Evelyn Partners Investment Management LLP.
She joined the firm in 2000.
She is responsible for managing investment portfolios for private clients, trusts and charities on both a discretionary and non-discretionary basis.
She prides herself in giving clients advice based on their long-term investment strategies and managing portfolios to achieve stated financial goals.
Imperative in this personal service is maintaining long-term client relationships, often across multi-generational families.
In conjunction with their main portfolio, she also seeks to ensure her clients’ plan in the most tax-efficient manner, whether through the use of ISAs, self-invested personal pensions or inheritance tax (IHT) planning via AIM portfolios.
Postes actifs de Nuala Cecelia Devine
| 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 | 01/01/2000 |
Expériences
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Entreprise privées
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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 |