Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £55.6 billion of assets under management (at September 2023) and 187 years of experience, our objective is to provide you with an investment solution that complements the service you already deliver to your clients.

Our proposition consists of our bespoke discretionary portfolio service (DPS), an AIM portfolio service and three different types of Model Portfolio services, the range includes “Active” MPS which makes use of investment companies, “Core” MPS which has a lower cost basis and our “Sustainable” MPS which is our ESG offering.