Evelyn Partners is one of the largest UK wealth managers ranked by client assets collectively looking after £67billion (as of Sept 2025), 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 wide range 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 a bespoke discretionary portfolio service (DPS) and four distinct types of Model Portfolio services.

Our DPS service can be used to support a number of client objectives beyond traditional bespoke accumulation and decumulation portfolios, this includes cash and cautious bond portfolio investing using direct Gilts, US connected clients, family investment companies, and Shariah portfolios.

For advisers looking to embed a centralised investment proposition our MPS range includes “Index MPS” for clients looking for a low cost approach to investing, “Core MPS” which offers a blend of active and passive investments, “Active MPS” which in addition to active and passive funds incorporates investment trusts, and finally our “Sustainable MPS” which is suitable for those clients looking to investment with a positive ESG approach to fund selection.

Morningstar Wealth brings together capabilities across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and the clients they serve.
Advisers can select from a range of products and services that align with their specific business and client needs. Listening to you is key to determining how we enhance our products and services. Robust and continuous feedback loops allow us to hear directly from you, and we turn those insights into proposition enhancements.
Our products and services are underpinned by a program of insights and tools delivered to support advisers and their client interactions.

We are a leading provider of active asset management, advisory and wealth management services. Recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that we offer. We are responsible for over £823.7 billion (as at 31.12.25) of assets for our clients and we operate in 38 locations with over 5,700 employees.
Our breadth of services across public and private markets allows us to design distinctive solutions for the diverse needs of clients. They look to us to provide excellent long-term investment outcomes through active management, and it is our duty always to act in their best interests. That is a responsibility we take seriously – and we believe that when we succeed for clients, society and the wider world benefit too.
To find out more about Schroders and our latest insights, visit www.schroders.com

TrinityBridge (previously Close Brothers Asset Management) is an active, long-term, multi-asset class investor with a successful history of creating value for clients, based on our research-driven investment process. In our view, active management expressed across diversified funds, whether single or multi-asset class strategies, is the best way to aim to achieve superior performance.

In addition to our range of unitised funds, we offer full tailoring of portfolios with our Bespoke Investment Management service to meet a clients' needs, preferences and objectives ranging from income needs to company or sector exclusions based on ethical stances.

With teams and offices across the UK - from Chichester to Edinburgh and Bristol to London, TrinityBridge is set up to offer an excellent local service.