Wealth management and Financial Planning firm Evelyn Partners has appointed former RBC Brewin Dolphin senior portfolio manager Matthew Wells as a partner at its Leeds investment management team.

Mr Wells is an investment manager focusing specifically on the management of charities and private clients.

He has more than 25 years’ industry experience. After graduating with an economics degree from the University of Leicester in 1997, he began his career by spending three years with Schroders in the City of London before moving to RBC Brewin Dolphin in Leeds in 2000.

Mr Wells is a Chartered Institute for Securities & Insurance Chartered Wealth Manager. He is a development board member for Martin House Children’s Hospice in Wetherby, a volunteer junior Rugby Union coach and a Level 1 qualified England Boxing coach. 

Evelyn Partners’ Leeds office provides a range of services, including Financial Planning, investment management and tax advice. 

Ian Gibson, managing partner in Evelyn Partners’ Leeds office said: “Matthew has a wealth of experience building long-term relationships with charities and high net worth individuals across the region and helping them achieve their investment objectives.  I am looking forward to working closely with him as we continue with our growth plans for expanding our investment management offering in the region.”

Mr Wells said: “I am looking forward to bringing my 25 years industry experience to an already well-established, professional and dedicated team.” 

Evelyn Partners has been involved in a busy time of acquisitions in recent years. Earlier this month it acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.

In February it acquired Leathers LLP which operates from offices in Newcastle and Harrogate, and in April it acquired Cambridge-based firm the Ashcroft Partnership LLP. 

Evelyn Partners was created following the merger of Tilney and Smith & Williamson in 2020 and has approximately £55.4bn of assets under management. It has offices in 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands.

The firm reported 6.9% year on year rise in Assets Under Management and Advice (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn).