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Evelyn Partners International, the Jersey-based subsidiary of Evelyn Partners, has announced its relocation to a new office in St. Helier to No. 1 Grenville Street, a modern office space with panoramic views of the town.
News of the relocation ties in with Evelyn Partners’ decision to sell its professional services division, with the sale expected to complete by the end of the first quarter.
The firm’s St. Helier office has also bolstered its wealth management business with a raft of experienced hires, as it looks to strengthen its investment management proposition.
New appointments include Craig McGuire as investment director in May 2024; Rod Sallis, who joined the Jersey team as investment director in October 2024; Jason Downie, who joined as investment manager in November 2024; and Ian Leverington, who joined as associate director in December 2024.
Other new joiners include Steve Barnett as MLCO and compliance manager and graduate Rory Drummond, who is on the path to becoming an investment manager.
Separately, associate director Andrew Blake was promoted to the position of investment director in October 2024 from associate director. With over 20 years of experience in financial services, Blake is a CFA charter holder and member of the CISI. He first joined Evelyn Partners International in August 2019, following a 12-year tenure at RBC.
Matt Falla, managing partner at Evelyn Partners’ Jersey office, said: “Our new location puts us in the heart of the business community in Jersey alongside family businesses, hedge funds and tech entities which align with our DNA of entrepreneurial assistance.
“Along with a new office, I am delighted to welcome new members to our international team. We have expanded our advisory capabilities by bringing in more investment management professionals with a wealth of experience to meet the needs of our clients. A new structure and more experience in direct asset management complements our dual expert approach, where clients can be supported by both a financial planner and investment manager.”
He added: “In addition to experienced hires, we have considered the succession of our team with the hiring of a graduate and the promotion of an existing team member to help meet our ambitious plans to grow our wealth management business and ensure our clients are managed by multiple different touch points.”
