Mark Coles

Background

About Mark Coles

As Head of Key Accounts I am responsible for developing and managing the business relationships we have National, Networks and Service Providers across the UK IFA market. With over £57bn of assets under management Evelyn Partners are one of the UK's largest provider of wealth management solutions working with independent advisers across the UK to support their clients investment needs. Our proposition consists of - A range of risk rated MPS solutions. Our MPS proposition consists of three very different strategies which are named 'Core','Active' & 'Sustainable' all of which are available on a wide variety of third party platforms- The ability to truly build and manage bespoke portfolios incorporating active, passive and direct equity holdings. This service is called our Discretionary Portfolio Service (DPS). We are also able to manage clients with an Ethical preference and US connection- We offer an AIM portfolio service which is run by one of the largest and most experienced teams in the industry. If you would like to know a little more about Evelyn Partners please contact me at mark.coles@evelyn.com or via my mobile 07870 851180. Thank you for taking the time to read my profile, and I hope we get the opportunity to talk one day. Kind Regards Mark