Harriet Sarah Katherine Richmond
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Profil
Ms. Harriet S.
Richmond is a Partner at Evelyn Partners Investment Management LLP.
She joined the firm in 2007 and became a Partner in 2013.
Ms. Richmond focuses on managing bespoke investment portfolios for individuals, families, trusts and personal pension schemes, managing multi-asset portfolios across generations for wealthy families, some of which have been clients for over 20 years.
She has specific experience in assisting external advisors to locate and liquidate assets in the administration of complex deceased estates.
Ms. Richmond began her career in 1992 in a Bristol stockbroking firm.
Ms. Richmond is a Fellow of the Chartered Institute for Securities & Investment (CISI), graduate of Jesus College, Oxford.
Ehemalige bekannte Positionen von Harriet Sarah Katherine Richmond
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
