Alan Palmer
Portfolio Manager-Aktien bei Evelyn Partners Investment Management LLP
Profil
Mr. Alan Palmer is an Associate Director at Evelyn Partners Investment Management LLP.
He is normally the primary point of contact for execution-only transactions, as well as providing execution-only services for clients who make their own investment decisions, or those who require swift execution of their orders.
He also manages non discretionary accounts as part of Jonathan Cunningham’s team.
He joined Cunningham Coates in 1980 and was part of the firm’s dealing team.
He was a Senior Dealer for 15 years and Head of Dealing from 2005 to 2010.
He was appointed Associate Director in 2008.
Mr. Palmer is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
Aktive Positionen von Alan Palmer
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.12.2012 |
Erfahrungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |