Previous to becoming a member of Evelyn Companions, Lewis labored as an funding supervisor at Quilter Cheviot for over 22 years, the place he labored with non-public purchasers.
At Quilter Cheviot, he additionally labored carefully with the introducer group, together with monetary planners, solicitors and accountants.
Lewis’ appointment follows Evelyn Companions’ acquisition of chartered accountant and tax specialist agency Ashcroft Partnership in April 2023.
Caroline Connell, managing associate at Evelyn Companions, mentioned: “We’ve got been exceptionally busy within the area in latest months and so it’s nice to have an funding supervisor of Daniel’s calibre able to get caught straight in to work with purchasers.
“Daniel is well-known within the area and I’m assured he will probably be instrumental to our continued development.
“Daniel will work carefully with our East Anglia monetary planning workforce, headed up by Peter Besant, in addition to serving to to fulfill the elevated demand we’re seeing for our funding administration providers from purchasers of colleagues that joined us final 12 months following our acquisition of Ashcroft Partnership.”