Evelyn Partners recruits Gee for charities role

Firm runs £3bn in assets for charities

Caroline Jarvis Gee has joined Evelyn Partners as head of charity business development.

Gee has more than 20 years’ experience working with charities and was most recently at EdenTree as charity business development manager and prior to that held roles at James Hambro and Partners and Investec. She is also a member of the board of trustees at the Association of Charitable Organisations.

A statement from Evelyn Partners said Gee has a special interest in ESG and helping charities align their investments with their values.

Evelyn Partners has 1,200 charity clients with £3bn in assets. Gee will be working directly with the charities as well as working on Evelyn’s charity thought leadership programme. 

Nick Murphy, head of charities at the wealth manager, commented: “I’m absolutely delighted to welcome Caroline to Evelyn Partners to lead our business development work with charities. She brings extensive experience in the space, and we think she’ll do a fantastic job developing our charity offering”.

Gee added: “Evelyn Partners’ breadth of experience and investment process is entirely aligned with charity thinking – long term, stable and results driven. I am delighted to be joining the team.”