• Personal
  • Adviser
  • Charity
Personal
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
Wealth management

Combined financial planning and wealth management expertise.

  • Financial Planning
    • A full financial plan
    • Cashflow modelling
    • Dealing with life-changing events
    • Financial protection
    • Inheritance tax and estate planning
    • International financial planning
    • Investing for children
    • Retirement planning and pensions
  • Investment management
    • Discretionary investment management
    • How we manage money
    • Investment advice
    • Responsible investing
  • Evelyn Partners funds
  • For entrepreneurs
  • DIY Investing - Bestinvest
Insights & events
Fees & charges
Our people
Contact us
Personal
Contact UsLogin
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
or press enter
Popular Searches
  • Spring Budget 2024
  1. Home
  2. Services
  3. Fund solutions
  4. Sponsor Distributed Funds

Terms & Conditions

Please read the following carefully before proceeding.

This section of the Website is for use by individuals and entities that are resident or established in the UK. Individuals and entities resident or based outside the UK should not access the information available on this Website. In particular, this Website is not intended to be accessed by individuals or entities in the US or any other jurisdiction where such access could result in contravention of local laws or regulations.

Copies of the Prospectus, Key Investor Information Document, Report and Accounts (including Assessment of Value Report) and other important documents can be found within each particular fund page.

Please also read our Legal and Regulatory notice here.

Remember Me

Disagree

Funds

Evelyn Partners Fund Solutions Limited

Evelyn Partners Fund Solutions Limited provides Independent ACD/AFM services to a number of high-calibre fund sponsors and investment managers. Further information regarding each of the funds is available below by selecting the relevant manager’s logo.

If you would like a copy of the Value of Assessment report, this can be obtained within Reports and Account, found within each particular fund page.

Fund Solutions Square
  • AllianceBernstein Limited

    View fund
  • Aubrey Capital Management Limited

    View fund
  • Baker Steel Capital Managers LLP

    View fund
  • Brooks Macdonald Asset Management Limited

    View fund
  • Brown Shipley & Co. Limited

    View fund
  • Brooks Macdonald Asset Management Limited – Cornelian Funds

    View fund
  • Brooks Macdonald Asset Management Limited – Levitas Funds

    View fund
  • Dowgate Wealth Limited

    View fund
  • Heritage Capital Management Limited

    View fund
  • Kennox Asset Management Limited

    View fund
  • RM Capital Markets Limited

    View fund
  • Saltus Partners LLP

    View fund
  • Sanlam Investments UK Limited

    View fund
  • Whitley Asset Management Ltd

    View fund
  • Zeus Investment Management Limited

    View fund
  • Evelyn Partners Investment Management LLP

    View fund
Gettyimages 1314284781

Other Funds Administered by Evelyn Partners Fund Solutions Limited

Find out more

Important information

Further information is available in the Key Investor Information Document (KIID) and the risk section of the Fund’s prospectus.

Further information is contained in the full prospectus, copies of which can be obtained by contacting 0141 222 1151 or emailing TADealing@evelyn.com. Investors must read the KIID before making any investment decision.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

Footer menu

Services

  • Wealth management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits
  • Fund solutions

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing policy
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
Between £250,000 - £500,000
Between £500,000 - £1,000,000
More than £1,000,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167