Jamie Summers
Director of Research - Equity at Evelyn Partners Investment Management LLP
Profile
Mr. James A.
Summers is a Partner at Evelyn Partners Investment Management LLP.
He has worked in all aspects of private client investment management, offering advice on overall financial strategy to multi-generational family groups, individuals, their business interests, retirement and succession planning.
Mr. Summers has led the firm’s AIM IHT portfolio service since 2008, providing a means of obtaining IHT business property relief for private clients and IFAs through investing in qualifying AIM companies.
He also oversees research into all forms of indirect real estate investment, feeding into the firm’s broader investment process.
His area of expertise is Private clients; trusts; self-invested personal pensions; multi-generational family financial strategy; AIM inheritance tax (IHT) portfolios; real estate investment.
Mr. Summers is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
Jamie Summers active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 01/09/1999 |
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| Private companies | 1 |
|---|---|
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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