Evelyn Partners appoints new Head of Charity Business Development

Date: 27 Mar 2023

Vicente Luckina Bunn

Evelyn Partners is pleased to announce the appointment of Caroline Jarvis Gee as its new Head of Charity Business Development.

Caroline Jarvis Gee

With nearly 1,200 charity clients and just under £3 billion in charity assets under management, Evelyn Partners is deeply committed to helping charities to achieve their goals. Alongside providing a market leading investment management service Evelyn Partners offers a range of professional services for organisations at every stage of their development. The firm also offers a programme of thought leadership that provides senior managers and trustees with the tools they need to continue to run their organisations effectively.

Caroline comes with a background in charities that spans more than 20 years. She began her career as a charity fundraiser in the US and, following her MBA at Cass Business School (now Bayes), specialised in charities at EdenTree, James Hambro, Investec and Kleinwort Benson. She has a special interest in ESG and helping charities to align their investments with their values and is a trustee at the Association of Charitable Organisations.

Caroline will be working directly with charities, helping them to understand and connect with solutions for their investment and income needs as well as working across the regions to augment Evelyn’s charity thought leadership programme.  She will be working alongside Keith Burdon who heads up Charities in Scotland and Northern Ireland and Geraldine Wright, Partner for Charities.

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