Lisa McLeod Chartered

Investment Manager @Evelyn Partners

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson. With £53.0 billion of assets under management (as at 31 December 2022), it ranks as the second largest UK wealth manager measured by EBITDA and the fifth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2022). It has a network of offices across 26 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Evelyn Partners’ purpose is to ‘place the power of good advice into more hands’, and it is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Evelyn Partner’s personal wealth management services include financial planning, investment management and advice, personal tax advice and, through Bestinvest, an award-winning online investment and coaching service for self-directed investors. For businesses, its wide range of services includes assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, fund governance, recovery and restructuring and transaction services.