Evelyn Partners appoints Matthew Spencer as Head of Intermediaries
In his new role Matthew will lead all aspects of Evelyn Partners’ business development team.
UK wealth and investment management firm Evelyn Partners is pleased to announce a senior addition to its investment management leadership team with the appointment of Matthew Spencer.
Matthew is joining the leading wealth manager, which has £62.7bn of assets under management, as Head of Intermediaries and will report to Chief Investment Management Director Chris Kenny. He will take over from Craig Wright, Head of UK IFA, who is returning home to Australia in the new year.
Matthew brings extensive business development, strategy and marketing expertise to Evelyn from his almost 40-year career in the wealth management industry in a variety of senior leadership roles. Key positions over the past decade include Head of Business Development & Marketing at Close Brothers Asset Management, Head of Intermediaries at Deutsche Bank and Head of Business Development at Coutts & Co.
In his new role Matthew will lead all aspects of Evelyn Partners’ business development team, catering to the needs of financial advisers across the UK and internationally with award-winning investment propositions and innovative solutions.
Chris Kenny, Chief Investment Management Director at Evelyn Partners says: “We are very excited that Matthew has decided to join us, bringing his great industry insight and expertise to our fast-growing offering to IFAs and other intermediaries. Growing our presence with financial advisers is a key part of Evelyn Partners’ strategic growth plans. His extensive industry knowledge will add to the momentum our existing team have built up over the past year and set us on the right path as we navigate into 2025.
“Craig Wright has made an enormous contribution to Evelyn Partners over the past 17 years and will leave the company at the end of Q1 as a friend to whom we owe so much after making the decision to return to his home in Australia. We are delighted that Matthew will build upon Craig’s legacy in 2025 and continue to reflect our ambition to rapidly grow our visibility and presence amongst IFAs and intermediaries.”
Matthew Spencer says: “Joining Evelyn Partners as Head of Intermediaries is an exciting opportunity to foster relationships developed through our award-winning investment propositions and innovative solutions. I am looking forward to working alongside Chris Kenny and the wider team as we look towards building on the great work Craig has already delivered over the past few years.”
About Evelyn Partners
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.