Gareth John Lewis

Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds.

UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment. The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook. Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets. Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections.

Provides wealth management and financial planning services