Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management advice to support you and your clients to embrace what is next. Driven by our purpose of placing the power of good advice into more hands, we go further to understand what matters most to you and your clients. We focus on strong investment performance to help your client achieve their goals.
We have a suite of investment solutions, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.
Our proposition consists of our bespoke discretionary portfolio service (DPS), an AIM portfolio service and four distinct types of Model Portfolio services. Our MPS range includes “Active” MPS which makes use of investment companies, “Core” MPS which has a lower cost basis, “Index” MPS an actively managed portfolio of passive instruments and our “Sustainable” MPS which is our ESG offering.
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