Jonathan Cowan

Areas of expertise

Jonathan specialises in:

Investment management; Investment advice; private clients; trusts; pension funds; offshore bonds

Experience

Jonathan re-joined Evelyn Partners in 2014 after an initial stint in 2006 with over 10 years advising and managing client portfolios. Jonathan's experience and expertise enables him to help clients take the risks appropriate for their financial circumstances and ensure they are given clear advice as to how to achieve the objective for their investment portfolios. The result is bespoke portfolios for each client underpinned by rigorous in house research .

Notable client work and achievements

Jonathan is also responsible for managing a team of Investment Managers providing mentorship and guidance to ensure clients receive a first class service.

In addition to team leadership Jonathan is heavily involved in the management of the Investment Advisory Service which includes ensuring the department upholds its regulatory obligations and continues to improve the client proposition.

Professional qualifications and memberships

Chartered Member of the Chartered Institute for Securities and Investment (CISI)