Welcome to Investment Management
We don’t limit ourselves to one in-house investment style – which means there’s no limit to what we can achieve.
What you can expect
At Evelyn Partners, your success matters. Our Investment Management programme is designed to make your ambition go further, giving you the skills and knowledge you need to become a skilled Investment Manager. Wherever you see yourself in five years, we’ll support you every step of the way.
For us, investment management is all about partnership, building lasting relationships and authentic connections with clients to drive real, tangible success. As you develop in our team, you’ll work with private clients, Trustees, charities, and institutions to understand their needs and help them achieve their financial aspirations.
Financial Services is where our expert Financial Planning and Investment Management teams come together. You’ll discover a welcoming and highly collaborative culture, as we push boundaries, share our successes, and find innovative solutions for our clients, together.
The day-to-day
You’ve got potential – and we’re here to help you fulfil it. If you join Evelyn Partners, you’ll get the support and guidance you need to become a professional in this highly sought-after profession, from a firm with an unparalleled reputation.
Delivering for our clients means understanding their wider financial assets, their requirements and objectives, attitude to risk and time-horizons, to create and manage the most suitable investment portfolios.
You’ll learn how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks, and funds as you evaluate risk, while constructing high-performing portfolios that exceed your clients’ expectations.
Graduates:
Join us and you’ll be working on front office investment management tasks, alongside studying for the Investment Advice Diploma (IAD) and CISI’s Chartered Wealth Manager in Wealth Management qualifications.
You’ll be supported in completing your professional qualification via our partnerships with market-leading training providers, allowing you to gain the expert knowledge needed to jumpstart your career in Investment Management. And you won’t do it alone – you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience.
Locations
Here is a selection of office locations that run programmes in Investment Management: Birmingham, Bristol, Glasgow, Leeds, Liverpool, London, Manchester
To find out what locations we currently have live opportunities for in early careers, you can discover our roles here:
