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Chartered wealth manager leverages his experience to benefit Everys’ clients

Chartered wealth manager leverages his experience to benefit Everys’ clients

Chartered wealth manager Vince Hawkes has added his considerable experience to Everys Solicitors’ investment management team to reap financial benefits for their clients.

Mr Hawkes recently joined Everys with 25 years’ experience as an investment manager responsible for managing portfolios for private clients and trustees. 

He now works alongside investment manager Tom Leahy to further develop the firm’s investment processes and management services. 

Mr Hawkes said: “Since joining Everys, I have been impressed by the firm’s forward-thinking and ambitious attitude, while being equally pleased to see the firm is still being able to remain conscientious to its clients’ needs.

“At a time when many discretionary investment managers are raising fees or pigeon-holing clients with smaller portfolios into pre-packaged managed products, Everys clearly stands out by offering a highly personal and tailored service. With robust working asset allocation structures in place all portfolios are personalised to accommodate individual needs by the investment manager.”

Everys manages money, on a discretionary or advisory basis, for private individuals, trusts and charitie, by building long-term relationships based on a full understanding of its clients’ position, objectives and risk tolerance. This is achieved through a rigorous investment process which ensures a disciplined approach to asset allocation, portfolio diversification and investment selection. Everys also seeks to provide a gateway to a range of excellent managers.

“The significance of income and its contribution to overall portfolio returns should not be underestimated,” continued Mr Hawkes. “Despite the more obvious excitement of capital gains, most of our clients prefer to receive the reassurance of a regular and growing income stream from their investment.”

Mr Hawkes holds the Investment Management Certificate, CISI Certificate in Private Client Investment Advice & Management and is a Chartered Member of the CISI.


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