David John Batchelor

Direttore/Membro del Consiglio presso Acrisure International Holdings Ltd.

Finance

Profilo

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).

Posizioni attive di David John Batchelor

Società	Posizione	Inizio
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.	Direttore/Membro del Consiglio	07/09/2022

Tutte le posizioni attive di David John Batchelor

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di David John Batchelor

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	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.