Ireland 
USA 
Investment Management
For over a century, clients have trusted Evelyn Partners to manage their portfolios. The investment landscape has changed substantially over this time, but our approach remains unwavering.
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
Request a call back
Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.
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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.
£62.2bn
of assets under management, as at Jun 2024
188
years of experience
179,000
clients supported
Winner 2024
Investment Performance – Cautious Portfolios - Private Asset Managers (PAM) Awards
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.