Brian McEvoy

Brian works within the portfolio management team for Rathbones Private Office and the Investec Strategic Partnership. Brian’s career in wealth management started in 2008 with Merrill Lynch in San Diego, California. He went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London. During this period, Brian worked on the institutional client group’s European equity sales desk and within global investment solutions, covering equity, derivatives and foreign exchange.

In 2012, he joined the wealth management division (later acquired by Julius Baer Group) where he managed multi-asset portfolios for high-net-worth clients and co-led their UK equity strategy before joining Investec in 2016.

Brian is a Chartered Financial Analyst (CFA) Charterholder and holds a Bachelor of Commerce, Honours degree from University College Dublin. He served as a member of Investec’s Global Equity Portfolio Committee for over 5 years. During 2022 he completed a Sustainable Finance course at the University of Cambridge’s Institute for Sustainability Leadership.