Timothy Evans Email & Phone Number

Providing Wealth Management solutions in areas such as pensions, investments, insurance, succession planning and effective methods on how to reduce your tax bill.

London, England, United Kingdom

Providing Wealth Management solutions in areas such as pensions, investments, insurance, succession planning and effective methods on how to reduce your tax bill.

London, United Kingdom

Brentwood, Essex

Madrid Area, Spain

− Teaching classes of 20 MBA students Financial Accounting and Corporate Finance taking them through basic accounting principles, depreciation methods, horizontal and vertical analysis and ratio analysis as well as the corporate business structure, leveraged and unleveraged betas, WACC calculations and usage, discount cash flow and free cash flow valuation models.− Provide tutoring and mentoring for the students where necessary relating to course work, projects and dissertations.

Madrid

− Performing an analysis on global businesses involved in Sports Management, Sports Marketing, Sports Media etc with a gross revenue in excess of $5m. Analysis would include key figures, corporate structure, financials, stakeholders, geographical penetration, M&A Activity etc.− Provide an analysis on companies with an indirect association with sport such as marketing, media, legal, hospitality etc. − Provide advice and recommendations on potential business strategies along with strategies to best maximise U1st Sports share value.

London

− Responsible for generating Sales: client relationship management, marketing, hosting seminars and corporate hospitality events to strengthen relationships with existing clients and attract prospective clients. − JP Morgan Academy training: Assisting in the development and delivering of JPM's Academy client training to a large group of financial advisors in order for them to pass new professional qualifications required by regulation. This required in-depth product and market knowledge and excellent presentation skills.− Fund Performance and Analysis: Working with Portfolio Managers to provide fund analysis including attribution, contribution, portfolio breakdowns as well as monthly fund commentaries to be distributed to clients.

London, United Kingdom

− Relationship Management: Maintaining and developing good relationships with discretionary fund managers and financial advisers within London and the South East of England to generate fund sales. Provide information and technical advice to clients regarding existing and potential investments with Insight Investment. Responsible for achieving sales targets.− Fund Analysis: Producing periodic reports comparing the performance the Insight funds with other funds in the market according to various measures such as Sharpe, Volatility, Alpha, Beta, and other performance measures.

London

− Responsible for compiling various performance and price reports and liaising with large corporate clients regarding stock market portfolio performance.

London, United Kingdom

- I was the main point of contact for Financial Intermediaries and large corporate investors relating to all account queries.

London, United Kingdom

- Dealing and executing trades within the MLIM Unit Trust, Investment Trust and Structured Products range, providing clients with information on their current investments, as well as discussing potential investments.

London, United Kingdom

- Executing trade orders on behalf of Fund Managers within the Private Banking sector of Schroders Investment Managers.

Mba, Sports Management

Bsc (Econ), Financial Economics

Education record