David John Batchelor
Direktor/Vorstandsmitglied bei Acrisure International Holdings Ltd.
Profil
Mr. David J.
Batchelor is a Partner at Evelyn Partners Investment Management LLP.
He joined Smith & Williamson in 2007 on the firm’s graduate trainee programed.
As well as managing his own clients, he assists one of the private client partners in managing a range of discretionary portfolios, including large family groups, self-invested personal pensions and charities.
Mr. Batchelor is also an equity analyst for the general retail sector.
He provides potential clients with bespoke advice on structuring their portfolio, followed by managing the portfolio transfer in and implementing the changes agreed.
Mr. Batchelor guides clients through significant changes to their finances, such as receiving an inheritance, or a family dispute, and he agrees with them the most appropriate course of action and implements it.
He is a Fellow of the Chartered Institute for Securities & Investment (CISI).
Aktive Positionen von David John Batchelor
Unternehmen | Position | Beginn |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Analyst-Equity | 01.01.2007 |
Acrisure International Holdings Ltd. | Direktor/Vorstandsmitglied | 07.09.2022 |
Erfahrungen
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Börsennotierte Unternehmen
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Private Unternehmen | 2 |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Finance |
Acrisure International Holdings Ltd. |