During this webinar, Evelyn Partners investment experts will discuss the impact of current market conditions and what options investors have when facing investment losses.
Learn more about how Evelyn Partners can advise you on the options to help manage your investment losses, and their best methods to help preserve and grow your wealth in a volatile market.
Rohan Patel, Associate Director - Investment Management, Evelyn Partners Investment Management Services LimitedRohan has spent more than 20 years working in the city. He has significant experience in equities, derivatives and portfolio construction and has a Bachelor’s degree in Economics. Rohan is also a Member of the Chartered Institute for Securities & Investment.
Jason Hollands, Managing Director - Corporate Affairs, Evelyn Partners Investment Management Services LimitedAfter graduating from Oxford Jason initially worked as a management consultant before entering the investment industry with Bestinvest, where he worked for nine years until 2002, initially as Head of Research and latterly as Deputy Managing Director. Jason then spent nine years holding senior positions in the asset management industry as Director, Head of Communications & Strategy at ISIS Asset Management and then Director, Head of Corporate Affairs at F&C Asset Management where he was responsible for Investor Relations and Group Communications. He returned to Bestinvest in 2012 ahead of it's 2014 combination with Tilney (now Evelyn Partners).
Andrew Lewin, Director - Investment Management, Evelyn Partners Investment Management Services LimitedAndrew joined Evelyn Partners in 2021 and has 15 years' experience in investment management and private banking. Andrew has a wide range of clients including entrepreneurs, senior executives, charities and those from media & entertainment. He works closely with financial planners and tax professionals to consider client's overall wealth position.
The value of an investment may go down as well as up and you may get back less than you originally invested.
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Evelyn Partners is a financial planning and investment company that builds on a heritage of more than 180 years. Our clients include, private individuals, families, business owners and charities and we look after £52 billion assets under management, as at June 2022. At Evelyn Partners we don’t have a ‘one size fits all’ approach – our service is personal to you. Your personal wealth is our personal responsibility. Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority.
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The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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