David John Batchelor
Director/Board Member at Acrisure International Holdings Ltd.
Profile
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).
David John Batchelor active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 2006-12-31 |
| Acrisure International Holdings Ltd. | Director/Board Member | 2022-09-06 |
Experiences
Positions held
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1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
| Acrisure International Holdings Ltd. |
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