Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub
New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system.
Evelyn Partners, the UK wealth management firm entrusted with over £62 billion of assets by its clients, has become the Founding Partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.
Edinburgh Futures Institute is a futures-focused space for learning, research, and innovation at the University of Edinburgh, delivering interdisciplinary education and collaborative partnerships with key sectors such as financial services to tackle challenges through better use and understanding of data.
Its new Compassion in Financial Services Hub has the ambition to create a more inclusive, sustainable and compassionate financial system by linking up key stakeholders from the sector with policymakers, academics, communities, and civil society. By supporting the financial services sector and the companies within it as they strive to meet their ethical and long-term business goals, the Hub hopes to contribute to a more just, sustainable, and inclusive economy.
The Future Institute’s efforts to evolve the future of financial services aligns with the wealth manager’s guiding principle to inspire its clients to consider ‘what’s next?’ – not only for themselves but also their money and the world as whole.
Evelyn Partner’s philanthropic support for the Futures Institute will enable the Hub to conduct foundational research, collaborate on student-led projects and organise outreach activities. The wealth manager, which already has a strong presence in Scotland with more than 340 staff based in offices in Aberdeen, Edinburgh and Glasgow, will have a dedicated desk located in the Futures Institute’s FinTech ward co-location space and will host practitioner-led events in the building, which is housed in the historic and newly renovated Old Royal Infirmary in the Scottish capital.
Andrew Middleton, Group Chief Marketing and Commercial Officer at Evelyn Partners, commented: "We are delighted to be Founding Partner to the Edinburgh Future Institute’s new Compassion in Financial Services Hub. The partnership underpins our promise to “inspire what’s next?” and we look forward to collaborating with the Institute on our shared ambition to create a more inclusive, more sustainable and more compassionate Financial Services sector for the future.”
Tobi Schneider, Co-Director, Compassion in Financial Services Hub and Sector Engagement Lead at Edinburgh Futures Institute, said: “We welcome Evelyn Partners as an early stage Founding Partner of the Compassion in Financial Services Hub. This partnership will allow us to build initial capacity in the Hub and to develop a roadmap of activities. It also reflects a shared vision for sustainable system change by fostering practices that prioritise societal wellbeing, inclusivity, and sustainability. We are grateful for the support and look forward to working with Evelyn Partners to drive meaningful change in the financial services industry.”
About Evelyn Partners
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.