Profilo
Mr. Simon J.
Woolf is a Partner at Evelyn Partners Investment Management LLP.
He has also been asked to deal with a number of the firm's largest family accounts.
Mr. Woolf has worked in the investment industry since 1994 and in discretionary investment management since 1996.
Initially dealing with private clients, he was asked to specialize in dealing with the charity sector in 2006, during his time at Barclays Wealth.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).
Posizioni attive di Simon John Hugh Woolf
| Società | Posizione | Inizio |
|---|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Gestore di Portafoglio-Azioni | 18/08/2008 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
















