DL
Douglas Lockhart
Partner, Investment Management at Evelyn Partners
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Work Experience
Partner, Investment Management
Apr 2022 - Present · 2 years and 8 months
Independent Non-Executive Director
Aug 2016 - Jul 2022 · 5 years and 11 months
Director, Investment Management
Feb 2018 - Apr 2022 · 4 years and 2 months
Company Details
1001-5000 Employees
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most.
Year Founded
2020
Social Media
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Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services
HQ Location
45 Gresham Street London, EC2V 7BG, GB
Keywords
Wealth ManagementProfessional ServicesFinancial PlanningInvestment ManagementTax AdviceAccountancyRetirement PlanningInheritance Tax & Estate PlanningCorporate FinanceForensic Services
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