Wealth manager Evelyn Partners International, the Jersey subsidiary of Evelyn Partners, has moved to a new office in St Helier and boosted its team with new hires.  

The company has opened a new HQ on the island at No. 1 Grenville Street in the business district.

The moves follows Evelyn Partner’s decision to sell its professional services division, with the sale expected to complete by the end of the first quarter. 

The International office has added to its wealth management and investment management teams.  

New appointments include:

• Rod Sallis, who joined as investment director in October. He specialises in investment advice and management for High-Net-Worth individuals, families, charities, offshore trusts and corporate structures and joins from Canaccord Genuity Wealth Management where he was director of stockbroking. 

• Jason Downie joined the firm as an investment manager in November. A Chartered member of the Chartered Institute for Securities & Investment (CISI), he specialises in portfolio construction, review and monitoring. He joined from RBC Brewin Dolphin where he was involved in the active management of fiduciary and private client investments.   

• Craig McGuire was recruited as an investment director in May last year. Mr McGuire has 25 years’ wealth management experience and recently worked at Canaccord Genuity Wealth Management where he spent eight years as a director in its Jersey office. 

• Ian Leverington joined Evelyn's Jersey team as associate director in December. A Chartered Financial Analyst, he has almost 40 years in wealth management and previously worked at Kleinwort Hambros Jersey as a senior investment manager.  

Other new joiners include Steve Barnett as compliance manager. He holds the ICA Diploma in Compliance and ICA Advanced Certificate in Compliance and Financial Crime, and has 18 years’ experience in the financial services industry. Rory Drummond has also joined the Evelyn team as a graduate and is on the pathway to becoming an investment manager.

Associate director Andrew Blake was promoted to investment director in October from associate director. He has over 20 years of experience in financial services. A CFA charter hold and member of the CISI, he joined Evelyn Partners International in August 2019, following a 12-year tenure at RBC.  

Matt Falla, managing partner of Evelyn Partners’ Jersey office, said: “Our new location puts us in the heart of the business community in Jersey alongside family businesses, hedge funds and tech entities which align with our DNA of entrepreneurial assistance. 

“Along with a new office, I am delighted to welcome new members to our international team. We have expanded our advisory capabilities by bringing in more investment management professionals with a wealth of experience to meet the needs of our clients. A new structure and more experience in direct asset management complements our dual expert approach at Evelyn Partners, where clients can be supported by both a Financial Planner and investment manager.”

• Picture caption: The Evelyn Partners Jersey team: Left to right back row: Steve Barnett – Compliance Manager / MLCO, Ken Brawley  Compliance Analyst.  Matt Falla – Managing Director, Rosemary Satchwell – Head of Compliance / MLRO, Ian Leverington – Associate Director 

Front Row: Craig McGuire – Investment Director, Jason Downie – Investment Manager, Andrew Blake – Investment Director, Rod Sallis – Investment Director, Rory Drummond – Client Administrator/Graduate