Integrated wealth management and professional services group, Evelyn Partners, has announced the appointment of Matt Dickinson as the firm’s first investment manager in Cornwall.
It is reported that Dickinson began his career in the financial industry in 2003, progressing rapidly to become a risk assessor for a US multinational before securing a place as a derivatives trader. He then joined the Truro branch of Charles Stanley in 2012 before joining Walker Crips in 2015.
In his new role at the firm, he will continue to specialize in building and managing portfolios for private clients and their families, businesses, charities and trusts directly and through financial advisors in the region.
Dickinson will be part of the Exeter office of Evelyn Partners at Sterling Court in the heart of the city, which would offer clients in the west of the country ‘locally delivered and personal’ financial planning and investment management services. However, he will remain based in Cornwall and will be particularly focused on growing the company’s presence in the county.
Mark Wilkins, head of the Exeter office of Evelyn Partners, said: “I am delighted to welcome Matt to our team. Since we added local investment management capability to Exeter for the first time last year, we have seen growing demand for this service from our clients.
“Matt brings considerable investment management experience and local market knowledge, and I’m sure he will be a great asset to our business, particularly as we continue to expand in Cornwall.”
Dickinson added, “As someone focused on delivering high caliber service to clients, I am thrilled to join a company with a strong heritage of professional expertise and exceptional personal service. Customers’ needs are changing, so it’s increasingly important to offer customized solutions that continue to meet their goals.
“I am reassured that as the UK’s leading integrated wealth management and professional services group, Evelyn Partners is well placed to look after the wealth and tax needs of clients and their businesses, today and in the future.”