David John Batchelor
Director/Board Member bij Acrisure International Holdings Ltd.
Profiel
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).
Actieve functies van David John Batchelor
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Director/Board Member | 07-09-2022 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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. |
