Portfolio manager joins Everys’ investment management team

Authored by Everys
Posted Tuesday, July 14, 2015 - 10:47am

Experienced portfolio manager Bill Keen has recently joined Everys Solicitors’ investment management team.

Bill Keen has joined Everys’ Honiton office after eight years with Charles Stanley in Exeter where he was involved in constructing and managing portfolios together with the selection of investments. He will work alongside chartered wealth manager Vince Hawkes to offer a comprehensive service to Everys’ investment clients.

Previously, Bill was head of investment & product research with a local investment management firm, following roles as a fund manager, investment analyst and advisor in the IFA market.

Bruce Brooker, commercial director of Everys, said: “We are delighted to have attracted someone of Bill’s calibre to this specialist division of the firm. He has more than 30 years experience in his field and will form a formidable partnership with Vince, which can only benefit our investment management clients.”

Everys’ investment management team manages money for private individuals, trusts and charities, by building long-term relationships based on a full understanding of their client’s position, objectives and risk tolerance.This is achieved through a rigorous process which ensures a disciplined approach to asset allocation, portfolio diversification and investment selection.

Share this