Outsourced investment solutions for UK financial advisers.
Your recommendation. Built on strong foundations.
How we can help UK financial advisers
At Evelyn Partners, our primary objective is to provide you with an investment solution that complements the service you already deliver to your clients. We respect the integral role that you have as their adviser and appreciate that investment management represents one part of the financial plan you create. By working in partnership, we can help you provide your clients with a truly enhanced investment management service.
We have several investment solutions, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals
As well as our Sustainable MPS, the range includes the Active MPS which makes use of investment companies and has no fixed re-balancing date, and Core MPS which has a lower cost basis, fixed re-balancing and is available on most UK platforms.
To find out more about our 5 Star Defaqto rated model portfolios contact one of the team.
Ready-made solutions
Investment solutions for financial advisers
Active Managed Portfolio Service
- 6 models
- A blend of open-ended funds, investment companies & passives
- Active portfolio management
- Launched 2012
- Risk mapped by Dynamic Planner, Synaptic and Defaqto
- Available via 7iM, Abrdn Wrap, Aviva, M&G Wealth Platform, Novia, Transact and Quilter
Core Managed Portfolio Service
- 7 models
- 2 income strategies
- Passives with open-ended funds
- Risk mapped by Dynamic Planner, FinaMetrica, Synaptics, Defaqto & Oxford Risk
- Available direct via Evelyn Partners or 7iM, Abrdn Wrap & Elevate, Aegon, Aviva, Fidelity Adviser Solutions, Hubwise, M&G Wealth Platform, Novia, Nucleus, Praemium UK, Quilter and Transact
Sustainable Managed Portfolio Service
- 6 sustainable models
- ESG & sustainable criteria
- Conservative to Maximum Growth
- Proprietary research, due diligence and screening of funds
- Risk mapped by Synaptics, Defaqto & Oxford Risk
- Available direct via Evelyn Partners or Abrdn Wrap, Aviva, Novia, Praemium UK and Transact
MPS Pro
Co-branded and bespoke investment solutions.
White-labelled MPS
With our White-labelled Model Portfolio Service (MPS), we manage our Core, Active or Sustainable MPS portfolios under your branding, giving you more time to focus on your clients and your business.
We will manage the portfolios on a discretionary basis under an agent as client relationship, keeping you up to date in ways that best suit you, including via dual-branded factsheets, emails and webinars. Our due diligence tool kit is regularly updated to enable you to monitor our services.
Tailored MPS
Built to your specific risk profiling and investment mandate, the Tailored MPS offers bespoke model portfolios for you and your clients under an agent as client relationship, giving you more time to focus on your clients and your business.
After understanding your existing investment management service, we build the foundations of an investment mandate in line with your financial planning process and client requirements, and Consumer Duty regulations.
Speak to us about our IFA services
For further information on how we can help you, book a call with our business development team.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.