Prior to joining Evelyn Partners, Daniel Lewis (pictured) worked as an investment manager at Quilter Cheviot for over 22 years, where he worked in wealth management for private clients.
Prior to joining Evelyn Partners, Lewis worked as an investment manager at Quilter Cheviot for over 22 years, where he worked with private clients.
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At Quilter Cheviot, he also worked closely with the introducer community, including financial planners, solicitors and accountants.
Lewis' appointment follows Evelyn Partners' acquisition of chartered accountant and tax specialist firm Ashcroft Partnership in April 2023.
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Caroline Connell, managing partner at Evelyn Partners, said: «We have been exceptionally busy in the region in recent months and so it is great to have an investment manager of Daniel's calibre ready to get stuck straight in to work with clients.
»Daniel is well-known in the region and I am confident he will be instrumental to our continued growth.
«Daniel will work closely with our East Anglia financial planning team, headed up by Peter Besant, as well as helping to meet the increased demand we are seeing for our investment management services from clients of colleagues that joined us last year following our acquisition of Ashcroft Partnership.»
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