Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its Leeds investment management team by appointing Matthew Wells as a Partner. Matthew is a highly experienced investment manager focusing specifically on the management of charities and private clients.
Matthew has over 25 years’ industry experience. He started his career with Schroders in the City of London and since 2000 has worked for RBC Brewin Dolphin in Leeds, joining Evelyn Partners from his role as Senior Portfolio Manager. He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region. Matthew is a Chartered Institute for Securities & Insurance Chartered Wealth Manager. He is a Development Board Member for Martin House Children’s Hospice in Wetherby, a volunteer junior Rugby Union coach and a Level 1 qualified England Boxing coach.
Evelyn Partners’ Leeds office - which is based at City Point in King Street - provides a range of services, including financial planning, investment management and tax advice, to help clients manage their personal and business financial affairs.
Ian Gibson, Managing Partner in Evelyn Partners’ Leeds office commented:
“I’m delighted to welcome Matthew to our growing Leeds office. He has a wealth of experience building long-term relationships with charities and high net worth individuals across the region and helping them achieve their investment objectives. I am looking forward to working closely with Matthew as we continue with our growth plans for expanding our investment management offering in the region.”
Matthew added: “I am very excited to be joining the Evelyn Partners team in Leeds. I am looking forward to bringing my 25 years industry experience to an already well-established, professional and dedicated team. From the Evelyn Partners team in Leeds I will continue to provide a high level of client service, bespoke financial strategy and investment performance to charities and private clients throughout the region.”
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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