Evergreen Consultants, an independent investment consulting boutique working exclusively with financial advisory firms and family offices, is pleased to announce that the team has recently expanded in response to growing demand for its services.
“Demand for our services has been exceptional. Over the course of this year, we have secured a number of high quality financial advisory firms as clients. We’re currently working closely with them to build and monitor quality investment portfolios, tailored specifically for their needs. We’re using a variety of platforms to meet those needs.
“In response to this demand, we’ve expanded our team over the past few months to a total of four.
“We’ve been lucky enough to secure the services of two highly experienced and knowledgeable people to join our team,” Brett Baker, Co-Founder and Director of Evergreen Consultants, said.
“Bronwyn Skinner has recently joined as Director. Bronwyn has had a successful career in funds management, having held senior investment and management roles in firms such as van Eyk Research, AMP and Man Group. Her skills in asset allocation, fund selection and quantitative processes will provide us with further resources in these core competencies. Bronwyn will also sit on the Evergreen Asset Allocation Committee.
“Rob Fletcher has also joined as Head of Quantitative Analysis. Rob has worked in the industry for over 10 years and provides us with the quantitative skills we need to build out our offering to be best in class with our investment consulting skills.
“The addition of these resources, together with our independent Asset Allocation Committee and Board members, means that Evergreen can continue to service the needs of its clients to the highest level.”
