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Evelyn Partners has strengthened its Leeds investment management team by appointing Matthew Wells as a partner.
Wells has over 25 years’ industry experience and started his career with Schroders in the City of London.
Since 2000 he has worked for RBC Brewin Dolphin in Leeds, joining Evelyn Partners from his role as senior portfolio manager.
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
Wells is also a Chartered Institute for Securities and Insurance chartered wealth manager and a development board member for Martin House Children’s Hospice in Wetherby.
Ian Gibson, managing partner in Evelyn Partners’ Leeds office, said: “I’m delighted to welcome Matthew to our growing Leeds office. He has a wealth of experience building long-term relationships with charities and high net worth individuals across the region and helping them achieve their investment objectives. I am looking forward to working closely with Matthew as we continue with our growth plans for expanding our investment management offering in the region.”
Wells added: “I am very excited to be joining the Evelyn Partners team in Leeds. I am looking forward to bringing my 25 years industry experience to an already well-established, professional and dedicated team. From the Evelyn Partners team in Leeds I will continue to provide a high level of client service, bespoke financial strategy and investment performance to charities and private clients throughout the region.”
Evelyn Partners’ Leeds office, which is based at City Point in King Street, provides a range of services, including financial planning, investment management and tax advice.
