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James Peter Eggels
Portfolio Manager-Equities at
Evelyn Partners Investment Management LLP
Finance
Profile
Mr. James P.
Eggels is a Partner at Evelyn Partners Investment Management LLP.
He manages discretionary portfolios on behalf of a wide range of private clients, trusts, charities and companies.
He has a particular interest in managing portfolios for charities and helping Trustees to formulate ethical investment policies.
He manages portfolios using a blend of asset types, targeting a variety of investment objectives and risk profiles.
Mr. Eggels is a member of the firm’s Investment Process Committee and joined the firm in 2007 and became a Partner in 2014.
Mr. Eggels worked at Gerrard Investment Management.
James Peter Eggels active positions
| Companies | Position | Start |
|---|---|---|
Evelyn Partners Investment Management LLP
 Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Portfolio Manager-Equities | 28/06/2007 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
78
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
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