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Providing investment solutions to financial intermediaries for their clients

Helping you help your clients

Outsourcing your clients’ investment management requirements can give you more time to focus on their strategic financial planning.

Backed by our investment expertise, we provide access to a number of portfolio services – saving you the time, resources and costs of doing it yourself.

The UK 2024 Autumn Budget – What the budget could mean for you

Chancellor Rachel Reeves announced major changes to inheritance tax, capital gains tax, employer national insurance and more.

The day after the Budget, our expert panel discussed the potential impact on individuals and businesses. If you missed it live, you can watch the full recording here.

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UK financial intermediaries

With our investment management expertise and top-rated portfolio services, we can complement the service you already provide to your clients.

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International financial intermediaries

With our specialist investment capability for international investors and an EU MiFID licence, we can work with financial advisers from all around the world.

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The advantages of outsourcing

  • Advisers can outsource their investment risk to another firm, reducing their own exposure and thus the exposure of their clients
  • It allows advisers to outsource a large proportion of the administrative side of advising clients by taking advantage of our reporting capabilities
  • As specialist investment managers, Evelyn Partners can draw on extensive resources and research expertise to manage portfolios and select funds
  • We secure competitive discounts for advisers and their clients, and also work with fund management firms to seed funds and secure founder share class discounts
  • Evelyn Partners is a large, well-resourced firm with regulatory accountability and custodial services in a range of jurisdictions

Need help with the new intermediaries' portal?

From resetting your password to searching for clients, find answers to any questions you might have.

Intermediaries' portal help

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.