Ollie Bocking

Areas of expertise

Discretionary management of bespoke portfolios for private clients, trusts and pensions. Ollie is also part of the internal research function within the Insurance sector.

Experience

Ollie joined Evelyn Partners in 2022 having previously worked as an Investment Consultant at digital wealth manager Moneyfarm. Prior to starting his career in Investment Management Ollie played cricket professionally in both the UK and in Australia. 

Notable work and client achievements

Ollie works as part of a team that manages over £300 million in client assets and is responsible for the ongoing management of portfolios.

Professional qualifications/memberships

• Ollie has achieved the Charted Financial Analyst (CFA) designation and has passed the Investment Management Certificate (IMC).