Jonathan Eveson Email & Phone Number

London, Gb

London Area, United Kingdom

South Godstone, England, United Kingdom

London, England, United Kingdom

London, England Metropolitan Area

Vice President and a Senior Relationship Manager within the Client Servicing team based in London. Responsible for providing highly customised reporting and investment solutions exclusively for ultra-high net worth families, their family offices and family foundations. My specific client responsibilities were to liaise and work with Family Office Executives and directly with family members to understand their strategic needs, and to assist in creating workable solutions for each family group and identify cross sell opportunities within both custody and investment solutions. I managed 8 relationships ranging in size from $400m to $18b, with a variety of complexities across a range of jurisdictions within EMEA.

London, England Metropolitan Area

Relationship Manager focused on competitive pricing negotiations, relationship planning, and negotiation of legal documentation with both existing and prospective clients. Worked closely with clients to ensure both current and future requirements were fully met and where necessary helped to develop customised solutions utilising Northern Trust’s broad product range and technological capabilities. Worked closely with senior management to ensure that a sound strategic plan was in place to facilitate both expansion and retention of existing business, and with the Business Development unit to assist in new business opportunities and sales presentations.

London, England Metropolitan Area

Relationship Manager for 8 Government and 6 Dutch Institutional Pension Funds with a proven track record in raising profit margins and enhancing relationships via the introduction of value-added products. These products included Securities Lending, Cash Management, Commission Recapture, Risk & Performance reporting, Transaction Cost Analysis reporting Multi Manager Product and Transition Management Services.

London, England Metropolitan Area

Senior Account manager with day to day client servicing responsibility for a number of global Institutional clients including UN Agencies, Insurance based funds, UK LGPS and Dutch Pension Funds. Maintaining high service levels, problem resolution and execution of client service reviews.

London, England Metropolitan Area

Acting in an advisory capacity to back office Tax Reclamation team, as well as various internal and external parties, on technical issues relating to the complex workings of Bi - lateral tax treaties and assisting in system development.

London, England Metropolitan Area

Responsible for making Worldwide tax reclaims on a monthly basis via respective Tax Treaties for predominantly Canadian clients , obtaining tax exemptions on behalf of clients or obtaining tax reductions via Double Taxation treaties following liaison with local tax authorities.

London, England Metropolitan Area

Responsible for Tax issues for a group of Loyds of London names.

Responsible for reviewing and calculating personal tax allowances following the submission of annual Tax Returns in respect of earned and investment income from PAYE employees.

Education record

Business Studies Diploma, Business/Commerce, General

7 O Levels Including Maths & English