Stephen Lowe
Portfolio Manager-Equities at Evelyn Partners Investment Management LLP
Profile
Mr. Edward S.
Lowe is a Partner at Evelyn Partners Investment Management LLP.
He has over 30 years of service.
Mr. Lowe has expertise across a broad spectrum of areas, including managing portfolios on both a discretionary and non-discretionary basis for individuals, trusts, charitable bodies and pension-holders.
His approach is to combine a professional service with a personable manner, seeking to ensure the development of long-standing relationships with his clients.
By combining this personal yet professional approach to his client relationships, he has worked with several generations of the same family on their long-term financial goals.
He received his undergraduate degree from Queen's University and is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).
Stephen Lowe active positions
Companies | Position | Start |
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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 | 2002-11-30 |
Training of Stephen Lowe
Queen's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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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