Jonathan Richard Colville Cunningham
Portfolio Manager-Equities at Evelyn Partners Investment Management LLP
Profile
Dr. Jonathan R.
Cunningham is a Partner at Evelyn Partners Investment Management LLP.
He has provided professional investment management services, both on a discretionary and non-discretionary basis, to a diverse range of private clients, multi-generational families, trusts, SIPPs and charities.
Dr. Cunningham ensures each portfolio is tailored to the requirements of the specific client by working closely with them on long-term investment strategies.
He was appointed director in 2004, managing director in 2010 and became a partner of Smith & Williamson LLP in 2013, remaining senior partner in the Cunningham Coates office.
He is the fifth generation of the Cunningham family connected to Cunningham Coates, joining the firm in 1995.
Cunningham Coates became part of the Smith & Williamson Group in 2001.
Dr. Cunningham holds a PhD from Durham University, an Executive MBA from Queen’s University in Belfast and is a Fellow of the Chartered Institute for Securities & Investment.
Jonathan Richard Colville Cunningham 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. | Portfolio Manager-Equities | 2000-12-31 |
Training of Jonathan Richard Colville Cunningham
| University of Durham | Undergraduate Degree |
| Queen's University | Masters Business Admin |
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Linked companies
| Private companies | 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 |
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