Kyle Bailey

Kyle Bailey Email and Phone Number

Director, Investment Management at Evelyn Partners @ Evelyn Partners
Kyle Bailey's Location
Glasgow, Scotland, United Kingdom, United Kingdom
Kyle Bailey's Contact Details

Kyle Bailey personal email

n/a
About Kyle Bailey

Kyle Bailey is a Director, Investment Management at Evelyn Partners at Evelyn Partners. He possess expertise in portfolio management, financial analysis, investments, investment management, asset allocation and 9 more skills.

Kyle Bailey's Current Company Details
Evelyn Partners

Evelyn Partners

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Director, Investment Management at Evelyn Partners
Kyle Bailey Work Experience Details
  • Evelyn Partners
    Director
    Evelyn Partners Mar 2024 - Present
    Glasgow, Scotland, United Kingdom
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  • Evelyn Partners
    Associate Director
    Evelyn Partners Mar 2022 - Mar 2024
    Glasgow, Scotland, United Kingdom
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  • Evelyn Partners
    Investment Manager
    Evelyn Partners Oct 2019 - Mar 2022
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  • Tilney Smith & Williamson
    Investment Manager
    Tilney Smith & Williamson Sep 2019 - Mar 2022
    Glasgow, Scotland, United Kingdom
  • Firm Handshake Networking
    Committee Member
    Firm Handshake Networking Aug 2016 - Jan 2022
    Glasgow Region
    Firm Handshake is a networking group for young professionals from a range of disciplines, including the Accounting, Wealth Management and Legal sectors. Firm Handshake offers the opportunity to discuss relevant and contemporary topics within the business world, in a relaxed social setting. The events also offer the opportunity to catch up with existing contacts and to develop new business relationships.
  • Brewin Dolphin
    Associate Investment Manager
    Brewin Dolphin Apr 2019 - Oct 2019
    Glasgow, United Kingdom
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  • Brewin Dolphin
    Assistant Portfolio Manager (Mcsi)
    Brewin Dolphin Dec 2017 - Oct 2019
    Glasgow, United Kingdom
    Investment management knowledge has been developed by working within a team of several Directors. Currently assisting in managing FUM across a range of accounts (ISA, Taxable Accounts, Sipp’s, Off-Shore Bonds & Charities). I sit on the Office Investment Management Committee where asset allocation, stock / fund performances are discussed and debated to generate best ideas before the implementation across portfolios. My role ranges from portfolio proposal creation for prospective clients, portfolio construction/review & attending client meetings ranging from the elderly to trustee meetings. On a daily basis I review the suitability of client portfolios in relation their risk & return objectives and when required get their fact-finds updated to make sure the portfolio is meeting a client’s changed circumstances.
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  • Brewin Dolphin
    Trainee Investment Manager
    Brewin Dolphin Aug 2016 - Dec 2017
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  • Barclays Wealth And Investment Management
    Financial Analyst
    Barclays Wealth And Investment Management Jul 2014 - Jul 2016
    Barclays Stockbrokers
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Kyle Bailey Skills

Portfolio Management Financial Analysis Investments Investment Management Asset Allocation Fixed Income Investment Strategies Structured Products Wealth Management Financial Risk Interpersonal Skills Client Relations Client Side Suitability

Kyle Bailey Education Details

Frequently Asked Questions about Kyle Bailey

What company does Kyle Bailey work for?

Kyle Bailey works for Evelyn Partners

What is Kyle Bailey's role at the current company?

Kyle Bailey's current role is Director, Investment Management at Evelyn Partners.

What is Kyle Bailey's email address?

Kyle Bailey's email address is ky****@****l.co.uk

What schools did Kyle Bailey attend?

Kyle Bailey attended Chartered Institute For Securities & Investment, Chartered Institute For Securities & Investment, Glasgow Caledonian University, Strathclyde Business School, St Columba's School, Kilmacolm.

What skills is Kyle Bailey known for?

Kyle Bailey has skills like Portfolio Management, Financial Analysis, Investments, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Structured Products, Wealth Management, Financial Risk, Interpersonal Skills, Client Relations.

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