Fergus John Caheny
Market Strategist at Evelyn Partners Investment Management LLP
Profile
Mr. Fergus J.
Caheny is a Partner at Evelyn Partners Investment Management LLP.
He places great emphasis on strategic planning, looking at long-term goals and existing asset position before executing investment strategy.
This integrates tax strategies alongside the investment process.
Mr. Caheny has worked in financial services since 1994.
His client work includes personal wealth structuring for entrepreneurs, family groups and individuals.
He works collaboratively with other advisers to help business owners achieve their goals.
He is equally at home advising landed families and he is experienced in dealing with the dynamics of extended families with multiple generations.
Fergus John Caheny active positions
Companies | Position | Start |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Market Strategist | 2012-03-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Finance |
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