Charlie Wapshott has taken the role, with the firm stating his focus will be on developing a national distribution strategy and building a sales team to grow the international equity strategy.
Evans & Partners expressed it is looking to further develop its relationships with financial advisers, with an aim to increase its presence and invest in the channel going forward.
The firm pointed to Mr Wapshott’s connection with advisers, noting his father was an adviser in the UK for more than 35 years.
Bob Desmond, Evans & Partners head of international equities said the firm is pleased it was able to bring Mr Wapshott back to the Evan Dixon Group.
He was formerly a key account manager at Evans Dixon firm Walsh & Company.
“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,” Mr Desmond said.
“He has also held business development roles in the UK at Morningstar and Financial Express.
“His overseas experience will serve us well for this global strategy whilst his personality is a strong fit for our [client-centric] culture.”
Part of Mr Wapshott’s experience has included working alongside Evans & Partners’ international equity investment team during the last three years. The firm reported he consequentially has a “deep understanding” of the team’s investment philosophy and processes.
Mr Wapshott said: “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.”
Sarah Simpkins
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].
