Matthew Waddell
Investment management
Areas of expertise
Managing bespoke investment portfolios for a range of clients including IFA’s, Charities, Trust’s, SIPP’s, Offshore Bonds and private clients.
Experience
Matthew joined Evelyn Partners as an Associate in 2018, following his graduation from the University of Glasgow with a degree in Economics. Since then, he has become a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities & Investments. Matthew specialises in crafting bespoke investment portfolios for high-net-worth clients, catering to diverse mandates that span from cash-like returns to all-equity growth portfolios.
Notable client work and achievements
Matthew has a proven track record of collaborating with clients and IFA's to achieve their financial goals through expertly tailored investment portfolios.
Professional qualifications and memberships
Matthew is a Chartered Wealth Manager and is a Chartered Member of the Chartered Institute for Securities & Investments. He holds an Honours degree in Economics from the University of Glasgow.