Investment Management
In today’s investment and economic landscape, staying ahead requires the power of good advice. At Evelyn Partners, we help you cut through the noise and find opportunities amidst uncertainty.
Why Evelyn Partners
Because we take the time to understand your needs, the investment advice you receive is as individual as you are.
Our experts aim to grow and preserve your wealth to give you financial security now and in the future.
Note: With investment, your capital is at risk.
How we help you achieve your investment objectives
- Understanding your needs
- Building your portfolio
- Responsible investment, if required
- Managing your portfolio
How we manage money at Evelyn Partners
- We take considered risks
- We aim for steady growth in wealth over time
- We focus on the real value of capital
- We invest over a long-time horizon
- We believe in proprietary research
Safe hands for your investments
At Evelyn Partners we never underestimate the responsibility placed on our shoulders when you trust us with your investments. We understand that everyone has a different attitude to investing and appetite for investment risk, which is why we always take the time to get to know you. We’ll tailor the risk and reward characteristics of your portfolio to your needs and preferences to help you feel confident about your investments.
£61.9bn
of assets under management, as at 31 March 2025
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
Our awards
Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.
STEP
STEP
Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
PAM
PAM
What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.
FT/Investors
FT/Investors' Chronicle
The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.
Past performance is not a reliable indicator of future performance.
Discretionary Portfolio Service
We manage your investments for you – deciding what, when and how much to buy and sell, with the aim of preserving and growing your investments over time.
Investment Advisory Service
Designed for clients who want to manage their own money, if you agree with our recommendations, we implement them for you.
Combined Expertise
An investment manager and financial planner create bespoke portfolios in relevant tax wrappers. We believe that two specialists working together achieve better outcomes.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.