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Broker returns home to open investment house.

Byline: Alistair Houghton

THE founder of a new investment house says he wants to expand Liverpool's reputation as a wealth management capital.

Rainhill native Stephen Evans returned from Dubai to start wealth management, stockbroking and trust management firm SE Investments.

Mr Evans started his broking career in London with Edward Jones Investments before moving to New York and then Dubai, where he managed hundreds of millions of pounds for One International.


But last year he decided he wanted to start his own firm.

"I'd always known I wanted to go on my own," he said. "I didn't believe I was always going to be working for somebody else.

"I wanted to be in control of something, and take ownership of it."

And with his first child on the way, Mr Evans thought it was time to return to his native Merseyside.

"I came back because I wanted to do something massive," he said. "This is a great place to do it. It's not like any other city.

SE's website, created by Liverpool agency Tokyo Digital, has been designed to be as easy to use as other well-known financial sites, such as Reuters. It allows people to control their own portfolios based on advice from their fund managers.

The website went live on the day of the Everton-Chelsea match in January, where he also had the SE Investments name on the electronic hoardings around the pitch.

"We had some good feedback from that," he said. "That really encouraged me that I was doing the right thing."

SE Investments already has offices in London and New York, and Mr Evans wants to open more bases in cities such as Singapore.

But, he insists, SE Investments will always be based in Liverpool.

"London's excellence is only a phone call away," he said. "The network of people I have is only a phone call away.

"And I still fly out to see people. I'm never going to take pounds 100m off people without going to see them."


Stephen Evans - founded broker SE Investments Picture: PAUL HEAPS/ ph090211evans-1
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Title Annotation:Business
Publication:Daily Post (Liverpool, England)
Geographic Code:4EUUK
Date:Feb 23, 2011
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