Evelyn Partners, the wealth management and professional services group, has announced the appointment of Rick Shaw as a Partner in the Employer Solutions team in its Birmingham office.
Rick joins from Vialto Partners where he led and established the Birmingham team as it transitioned out of PwC following the transaction in April 2022. Rick specialises in global mobility tax and consulting services to companies and their cross-border employees, particularly for senior individuals moving into or out of the UK. He has also provided wider support on immigration, corporate mobility planning and policy creation and has extensive experience ensuring tax compliance for inbound and outbound employees across a number of jurisdictions beyond the UK including US expatriate tax. Prior to Vialto Partners, Rick spent 11 years at PwC and 8 years at Deloitte which included periods abroad in the US and Australia.
Rick joins the Birmingham office of Evelyn Partners at 103 Colmore Row in the heart of the city’s business district. The office offers a broad range of professional and financial services to individuals and businesses across the Midlands nationally and internationally from a team of circa 250 people.
Stephen Drew, Professional Services Regional Managing Partner at Evelyn Partners in Birmingham commented: “I’m delighted to welcome Rick to our team of local professional services specialists offering end-to-end services to meet our clients’ needs throughout their life and at every stage of the business lifecycle. Rick’s extensive experience in the global mobility tax and consulting services space will be invaluable as we continue to expand the depth and breadth of services we offer to our growing client base across the Midlands. Driving growth requires engaging with new markets and attracting high quality talent often from overseas, and requires careful planning.”
Rick Shaw added: “I am very excited by the opportunity to join the Evelyn Partners team. Throughout a rigorous and rewarding phase of getting to know each other during the recruitment process, I knew I was speaking to like-minded people who are focused on clients, people and quality, and it was clear that Evelyn Partners was the firm for me. My experience and expertise will help expand the geographical footprint of the national Employer Solutions team and further complement the wider professional services and wealth management offerings provided in the Midlands.
“It is an exciting time to be based in the Midlands given the real sense of optimism in the region. As businesses look to grow, many will plan for increased international coverage whilst trying to navigate an increasingly complex international employment and compliance environment. In particular, the recent Budget announcements concerning planned changes to the UK domicile regime will require advanced planning and I am looking forward to supporting current and future clients as they work through this period of change.”
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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