Evelyn Partners, a UK wealth management and investment firm, has appointed Kate Morrissey as head of asset allocation. as a part of its strategy to enhance its investment management capabilities. Morrissey will report to Edward Park, chief asset management officer.
Morrissey has joined Evelyn Partners after a 23-year career at HSBC, where she held senior roles in HSBC Global Asset Management. Most recently, she served as head of world selection and global strategy funds, managing flagship portfolios across fund ranges.
In her new role, Morrissey will lead Evelyn Partners’ macro-economic and quantitative strategy teams, developing and delivering tactical asset allocation recommendations to the Tactical Asset Allocation Group (TAAG). She will also work across the central investment team to build consensus on investment decisions and optimize strategies for a range of client portfolios.
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Park said: “Kate brings a wealth of experience and leadership to Evelyn Partners. Her deep expertise in portfolio management and strategic asset allocation, coupled with her proven track record of managing multi-billion-pound funds, will be instrumental in strengthening our investment approach. We’re excited to welcome her to the team and look forward to her contributions in shaping our asset allocation strategies.”
She will also play a key role in articulating Evelyn Partners’ asset allocation house view to internal and external stakeholders. This involves hiring a team of investment specialists to support the communication and execution of the firm’s central investment process and product offerings.
Morrissey said, “I am thrilled to join Evelyn Partners at such an exciting time in its growth journey. The opportunity to shape the firm’s asset allocation strategies and collaborate with talented teams across the business is incredibly exciting. I look forward to contributing to Evelyn Partners’ mission of delivering outstanding investment solutions for clients.”
