Former HSBC AM's Kate Morrissey joins Evelyn Partners as head of asset allocation

Reports to Edward Park

Sorin Dojan
clock • 1 min read

Evelyn Partners has hired Kate Morrissey as head of asset allocation, bolstering the firm’s investment management leadership team.

Morrissey will lead the wealth manager's macroeconomic and quantitative strategy teams to advise the tactical asset allocation group (TAAG) on asset allocation decisions. In addition, she will collaborate with the central investment team and TAAG to build consensus on investment decisions and optimise strategies.   Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact In her role at Evelyn Partners, Morrissey will report to chief asset management officer Edward Park, who joined the firm back in April this year after a 15-year stint at Brooks Macdonald. Morrissey joins...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on People moves

Nicholas Pink steps down from JP Morgan trust board

Nicholas Pink steps down from JP Morgan trust board

JPMorgan Emerging Europe, Middle East & Africa Securities

Eve Maddock-Jones
clock 04 February 2025 • 1 min read
Kelly Prior joins Marlborough as investment director

Kelly Prior joins Marlborough as investment director

Two more additions to multi-asset team

Sorin Dojan
clock 31 January 2025 • 2 min read
Rathbones poaches BNY's Lamb for client marketing role

Rathbones poaches BNY's Lamb for client marketing role

Will report to Iain Clark

Beth Brearley
clock 30 January 2025 • 1 min read
Trustpilot