Inside Evelyn Partners: The Engine Behind Every Portfolio

Behind every investment portfolio is a team most clients never see. And behind every advisory relationship is a question that matters just as much: who is on the other side of the table, and will they still be there when you need them? This conversation looks at both. This is a recording from a conversation between Chris Crowe (Director, Melbourne Capital Group) and Harriet Collins (Head of International Business Development, Evelyn Partners). Recorded at the end of Evelyn Partners' visit to Malaysia, they talk through how the investment management team works behind the scenes, why a range of investment solutions matters for clients with different needs, and what clients have been asking about in an uncertain market. If you would like to discuss any of the points shared in the panel, please reach out to your advisor or email us at pr@melbournecapitalgroup.com to arrange a one-on-one meeting with our wealth team. You may also book a meeting here: https://shorturl.at/2usHk This video is for educational purposes only and does not constitute personal financial advice. ______________________________________________ Melbourne Capital Group is an award-winning, independent financial services company, providing bespoke personal and corporate wealth management solutions. As a Chartered Institute of Insurance (CII) International Professional Partner Firm, we are committed to upholding the highest professional standards. We listen to understand your individual circumstances and financial goals. We then harness our expertise to deliver personalised wealth management strategies to help you achieve them, as we work to structure, grow and protect your wealth for generations to come. For more information, email info@melbournecapitalgroup.com Follow us: LinkedIn:   / melbournecapitalgroup   Facebook:   / melbournecapitalgroup   Instagram:   / melbournecapitalgroup