Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Caroline Jarvis Gee as its new Head of Charity Business Development.
With nearly 1,200 charity clients and just under £3 billion in charity assets under management, Evelyn Partners is deeply committed to helping charities to achieve their goals. Alongside providing a market leading investment management service Evelyn Partners offers a range of professional services for organisations at every stage of their development. The firm also offers a programme of thought leadership that provides senior managers and trustees with the tools they need to continue to run their organisations effectively.
Caroline comes with a background in charities that spans more than 20 years. She began her career as a charity fundraiser in the US and, following her MBA at Cass Business School (now Bayes), specialised in charities at EdenTree, James Hambro, Investec and Kleinwort Benson. She has a special interest in ESG and helping charities to align their investments with their values and is a trustee at the Association of Charitable Organisations.
Nick Murphy, Head of Charities at Evelyn Partners commented: “I’m absolutely delighted to welcome Caroline to Evelyn Partners to lead our business development work with charities. She brings extensive experience in the space, and we think she’ll do a fantastic job developing our charity offering”.
Caroline added: “Evelyn Partners’ breadth of experience and investment process is entirely aligned with charity thinking – long term, stable and results driven. I am delighted to be joining the team.”
Caroline will be working directly with charities, helping them to understand and connect with solutions for their investment and income needs as well as working across the regions to augment Evelyn’s charity thought leadership programme. She will be working alongside Keith Burdon who heads up Charities in Scotland and Northern Ireland and Geraldine Wright, Partner for Charities.
Evelyn Partners is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://www.evelyn.com/
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
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