Charlie Wapshott
Evans & Partners, a leading wealth advisory and asset management business, today announced the appointment of Charlie Wapshott as Head of Distribution for the International Equity Fund. In this role Charlie will focus on developing a national distribution strategy and building a sales team to grow the company’s top performing international equity strategy.
Bob Desmond, Evans & Partners Head of International Equities said “We are very pleased that we have been able to bring Charlie back to Evans & Partners in this key role. Over the past 10 years, Charlie has acquired a range of technical abilities from leading global asset management companies, including Walsh & Co. and Australian Unity Investments. He has also held business development roles in the UK at Morningstar and Financial Express.”
Part of this experience includes having worked alongside the Evans & Partners international equity investment team during the last three years, giving Charlie a deep understanding of the team’s investment philosophy and process.
In describing his move, Charlie commented: “I’m very excited to have the opportunity to take this strategy to the next level.”
“The investment team has done a sterling job in terms of performance and client service in volatile markets and I’ll be capitalising on their hard work over the next few years.”
Evans & Partners has a clear focus on developing relationships with financial advisers and is keen to increase its presence and invest in this channel going forward.
Bob Desmond said, “We are very pleased to engage someone of Charlie’s calibre to run our distribution strategy.”
“His overseas experience will serve us well for this global strategy, whilst his personality is a strong fit for our client centric culture.”
Charlie has a deep understanding of the needs of financial advisers. After all, financial planning runs in his blood – his father has been a financial adviser in the UK for more than 35 years.