Jonathan Richard Colville Cunningham

Portfolio Manager-Equities at

Evelyn Partners Investment Management LLP

Consumer Services

Finance

Profile

Dr. Jonathan R.
Cunningham is a Partner at Evelyn Partners Investment Management LLP.
He has provided professional investment management services, both on a discretionary and non-discretionary basis, to a diverse range of private clients, multi-generational families, trusts, SIPPs and charities.
Dr. Cunningham ensures each portfolio is tailored to the requirements of the specific client by working closely with them on long-term investment strategies.
He was appointed director in 2004, managing director in 2010 and became a partner of Smith & Williamson LLP in 2013, remaining senior partner in the Cunningham Coates office.
He is the fifth generation of the Cunningham family connected to Cunningham Coates, joining the firm in 1995.
Dr. Cunningham holds a PhD from Durham University, an Executive MBA from Queen’s University in Belfast and is a Fellow of the Chartered Institute for Securities & Investment.

Jonathan Richard Colville Cunningham active positions

Companies	Position	Start
Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings.	Portfolio Manager-Equities	2000-12-31

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Private companies	3
Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings.	Finance
Queen's University Queen's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Durham University of Durham Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services