![Rebecca Davidson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rebecca Davidson
Gestionnaire de Portefeuille-Actions chez
Evelyn Partners Asset Management Ltd.
Finance
Profil
Ms. Rebecca R.
Davidson, CFA, is a Partner at Evelyn Partners Asset Management Ltd. She is a manager of discretionary portfolios for private clients, trusts, charities, corporates and endowments.
She specialises in UHNW families, international mandates and complex structures.
She also manages a large number of US connected individuals.
Ms. Davidson has over a decades experience looking after complex UHNW families across multiple generations and jurisdictions.
Postes actifs de Rebecca Davidson
| Sociétés | Poste | Début |
|---|---|---|
Evelyn Partners Asset Management Ltd.
 Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Expériences
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Inactives
Sociétés cotées
Entreprise privées
Relations
25
Relations au 1er degré
1
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Evelyn Partners Asset Management Ltd.
Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client. | Finance |
