Profil
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).
Aktiva positioner av Simon John Hugh Woolf
| Företag | Position | Start |
|---|---|---|
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. | Portföljförvaltare-Aktier | 2008-08-18 |
Erfarenheter
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Privata företag
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Kopplade företag
| Privata företag | 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 |
















