Evelyn adds to 300-strong Financial Planning team
Wealth manager and Financial Planner Evelyn Partners has added a new colleague in London to boost its near 300-strong national Financial Planning team.
The company has hired former Coutts employee Mimi Corden-Lloyd, a competitive runner in her spare time, to the London team.
Ms Corden-Lloyd joins as an associate director and will work from the firm’s Gresham Street offices as part of the 65-strong Financial Planning team based in the capital.
She spent more than two years at Coutts, where she was most recently associate director in the sports, media and entertainment wealth management team.
She has run competitively since the age of nine, and competes at national and international levels. She was recently selected to represent Great Britain at the European Champion Clubs Cup in Portugal.
Evelyn Partners’ chief Financial Planning director Emma Sterland said: “With Mimi’s experience as a private banker and wealth manager specialising in sport and media clients, we are delighted to add her expertise in bespoke Financial Planning to benefit Evelyn Partners' diverse clientele.
“As Evelyn Partners evolves into a pure-play wealth management firm, Mimi’s appointment and several others in the pipeline attest to our renewed focus on developing the firm’s substantial Financial Planning and investment management teams. Those teams are working more closely together than ever to provide an unrivalled in-house and nationwide “dual expert” service for many of our clients.”
Ms Corden-Lloyd said: “I am thrilled to join Evelyn Partners, a firm with an outstanding reputation for delivering client-centric financial advice and innovative wealth management solutions. My passion for service excellence drives me to provide every client not only with high-quality financial advice but also with a personalised experience, including detailed modelling and highly bespoke recommendations.”
Evelyn Partners was created following the merger of Tilney and Smith & Williamson in 2020 and has £62.7 billion of assets under management (as at 30 September 2024).