Ireland 
USA 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 is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://www.evelyn.com/