David John Batchelor

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).