Simon Woolf
Partner - Investment Manager at Evelyn Partners
Based in West Midlands, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
West Midlands
Industry
Financial Services
Company size
2.2K
Contact information
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s•••••••@evelyn.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Simon Woolf
I have worked in the investment industry since April 1994 and in discretionary portfolio management since 1996. I specialise in working with not-for-profit organisations such as Charities and Friendly Societies, although I also work for a growing number of private clients to whom I have been referred by trustees or professional intermediaries. I became a Chartered Fellow of the Chartered Institute of Securities & Investment in 2010 and a partner at Smith & Williamson in 2013. I am often invited to speak at seminars and am happy to talk on a broad range of investment matters. Specialties: Discretionary & Advisory Investment Management Working with Private Clients, Charities, Pension Funds and Offshore Investment Vehicles
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