Evelyn Partners International, the Jersey-based subsidiary of the wealth manager, has made several hires and moved its Jersey office.
The firm has set up a new office at No. 1 Grenville Street in St. Helier.
The relocation ties in with Evelyn Partner’s decision to sell its professional services division, which is expected to complete by the end of the first quarter.
The recent hires include Rod Sallis, who joined the Jersey team as investment director in October of last year.
He specialises in investment advice and management for high-net-worth individuals, families, charities, offshore trusts and corporate structures, and brings more than 15 years’ experience. He joined from Canaccord Genuity Wealth Management where he was director of stockbroking.
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Jason Downie also joined as investment manager in November. He specialises in portfolio construction, review and monitoring and came over from RBC Brewin Dolphin.
Also recently arriving is Craig McGuire. He has 25 years’ wealth management experience, and earlier worked at Canaccord Genuity Wealth Management.
Ian Leverington joined the team as associate director in December. He has spent almost 40 years in the wealth management sector, previously working at Kleinwort Hambros Jersey.
Other new joiners include compliance manager Steve Barnett, and graduate Rory Drummond.
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Matt Falla, managing partner of the firm’s Jersey office, said: “Our new location puts us in the heart of the business community in Jersey alongside family businesses, hedge funds and tech entities which align with our DNA of entrepreneurial assistance.
“Along with a new office, I am delighted to welcome new members to our international team,” he continued. “We have expanded our advisory capabilities by bringing in more investment management professionals with a wealth of experience to meet the needs of our clients.
“A new structure and more experience in direct asset management complements our dual expert approach at Evelyn Partners, where clients can be supported by both a financial planner and investment manager.”
