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Services

Authorised Corporate Director (ACD) and Authorised Fund Manager (AFM) fund oversight

Our Independent Authorised Corporate Director (ACD) and fund administration service provides a vastly experienced centre of excellence and full-service fund solution, comprising of the following teams:

Services

Acorn Trust

Insight

Taxing times ahead for the UK

UK equities could remain undervalued compared to global counterparts unless bold reforms from the Labour government are introduced to make the local market more appealing and to reduce the impact of higher taxes

17 Dec 2024 Daniel Casali

Hall of fame

Learn from the inspiring stories of other ingenious entrepreneurs.

Chris Grigg

Chair

We are Evelyn Partners

Managing wealth today and for generations to come, on behalf of our Irish and European clients and their families.

Shane O'Reilly

Chief Investment Officer

Services

A full financial plan

A comprehensive plan covering all areas of your wealth.

Our purpose & values

For almost 200 years, we have delivered the type of powerful, good advice that is personal, in partnership and performs for individuals and families.

A dynamic working culture that supports your ambitions

At Evelyn Partners, we know that you’re ambitious, committed and keen to progress – and every year, we’re excited to welcome a new cohort of talented, passionate young people who do just that. We're proud of our dynamic working environment, carefully designed to help you learn, grow, and achieve. We offer university graduate opportunities through our training Financial Planning and Investment Management programmes

Services

Contact us

Discover our Employee financial wellbeing

Investment management for charities

Active Managed Portfolio Service

Ensuring diversification and risk management, the Active Managed Portfolio Service is built using a range of investment tools including open-ended funds, investment companies and passives.