Wealth manager and Financial Planner Evelyn Partners has appointed Caroline Jarvis Gee as its new head of charity business development.
She joins from investment management firm EdenTree where she was charity business development manager.
She has a background in charities spanning more than 20 years.
She began her career as a charity fundraiser in the US and, following her MBA at Cass Business School (now Bayes), specialised in charities at EdenTree, James Hambro, Investec and Kleinwort Benson.
She has a special interest in ESG and helping charities to align their investments with their values and is a trustee at the Association of Charitable Organisations.
Nick Murphy, head of charities at Evelyn Partners, said: “Caroline brings extensive experience in the space, and we think she’ll do a fantastic job developing our charity offering.”
Evelyn Partners has nearly 1,200 charity clients and just under £3bn in charity assets under management.
Caroline Jarvis Gee will be working directly with charities, helping them to understand and connect with solutions for their investment and income needs as well as working across the regions to augment Evelyn’s charity thought leadership programme.
She will be working alongside Keith Burdon who heads up charities in Scotland and Northern Ireland and Geraldine Wright, partner for charities.
Ms Jarvis Gee said: “Evelyn Partners’ breadth of experience and investment process is entirely aligned with charity thinking – long term, stable and results driven.”
Evelyn Partners was created following the merger of Tilney and Smith & Williamson in 2020 and has £53bn in assets under management (December 2022).
It has a network of offices across 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands.
