Evergreen International Advisors (London, England)

Evergreen International Advisors is a large advisory firm based in London, England. It manages $1.34 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2002.

Evergreen International Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Evergreen International Advisors: assets under management

The assets under management (AUM) of Evergreen International Advisors is $1.34 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.34 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $89.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Evergreen International Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Evergreen International Advisors

Peter Malcolm Wilson has been acting as President since 1 Mar 1992. Wachovia National Bank joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Malcolm Wilson	Director	1 Mar 1992	Other	4358749
George Robertson Mcneill	Managing director, svp	1 Mar 1992	Other	4358742
Anthony John Norris	Director	1 Mar 1992	Other	4358744
Wachovia National Bank	Shareholder	1 Aug 1998	75% - 100%	56-0898080
Wachovia Corporation	Shareholder	1 Aug 1998	75% - 100%	56-0900030

Based in London, England

The principal office where Evergreen International Advisors performs its advisory services is located at Centurion House,, London, England, Ec 3 R 8 Aq, which is also the mailing address of the firm. The firm also has an office outside of the United States.