Investment management
Benefit from a personalised investment portfolio that takes into account your investment time horizon, attitude to risk and the returns you require.
Investing to help you embrace what’s next
Whatever the future looks like for you, the focus of our investment managers is on preserving and growing your wealth to provide you with the financial security to support you in embracing what’s next.
With Evelyn Partners, your investment manager will work with you to understand your unique circumstances and what matters most to you. They’ll then provide you with a personalised investment portfolio that’s built to match the returns you require, your time frames and risk appetite.
Discretionary investment management
You can choose to delegate responsibility for managing your investments to Evelyn Partners. This will give you peace of mind that your investments are in expert hands. When you choose this service, your investment manager will build you a bespoke portfolio and then manage it on a day-to-day basis in line with your wishes.
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Investment advice
If you want to make your own investment decisions but would like support from a professional, we can provide you with an investment advisory service. This means one of our experienced investment managers will give you investment advice or recommend a bespoke portfolio and then help you manage it.
Find out moreImportant information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
Why choose Evelyn Partners to manage your investments?
When you choose us, the investment advice you receive will be as individual as you. We’ll take the time to understand you and your needs, will draw on the breadth and depth of our expertise to provide the investment service that is right for you and will follow our established investment philosophy and process as we focus on growing and preserving your wealth.
Investment expertise
Our investment managers are experts in their field. We work together, taking a collegiate approach, meaning you’ll benefit from extensive and combined knowledge across investments and portfolio construction.
Robust approach to managing investments
All our investment management services are underpinned by an established investment philosophy and process. Our focus is on preserving and growing your wealth and we do this by concentrating on a small number of guiding principles.
Track record as a responsible investor
Responsible investment (RI) involves considering material environmental, social and governance (ESG) issues when making investment decisions, and influencing companies or assets, known as active ownership or stewardship. Responsible investment is a key pillar of the Evelyn Partners' Corporate Responsibility strategy and is the default approach across all our investment services and products.
Risk profiles
The range of risk profiles we offer clients each have a different portfolio composition, constructed from the major investment asset classes of cash, bonds, alternatives and equities. These strategic asset allocations are based on long-term risk and return histories, and generate the building blocks for portfolios.
Our investment guiding principles
The investment world can be unpredictable, irrational and short term.
To preserve and grow your wealth against this backdrop, we concentrate on the following guiding principles. We:
- Take considered risks
- Aim for steady growth in wealth over time
- Focus on the real value of capital
- Invest over a long time horizon
- Believe in proprietary research
Risk Profiles - Our comparator indices
The risk profiles we offer clients each have a different portfolio composition, constructed from the major investment asset classes of cash, bonds, alternatives and equities. These strategic asset allocations are based on long-term risk and return histories, and generate the building blocks for portfolios. From these strategic asset allocations our composite comparative indices are formed, which provide a guide to portfolio performance measurement.
GBP Indices
GBP Indices
Find out more about our GBP indices by downloading the document using the button below.
EUR Indices
EUR Indices
Find out more about our EUR indices by downloading the document using the button below.
USD Indices
USD Indices
Find out more about our USD indices by downloading the document using the button below.
Let us help you with your investments
Get in touch today and we’ll arrange a call for you with an expert investment manager.
Frequently asked questions about investment management
Investment management refers to the management of an investment portfolio by a professional investment manager on behalf of an individual, family or business. Through investment management, the aim of the investment manager is to achieve certain financial objectives that have been agreed with their clients. This could include growing investments in line with the client’s risk tolerance or managing a portfolio of responsible investments.
Investing is a way to grow your money over time to help you achieve your financial goals. If you choose your investments wisely, you can potentially grow your money more than you can if you leave it in a cash savings account. Investing can also outpace inflation. But investing does come with risks because investments can go down as well as up and you could lose all your money.
What you should invest in depends on a range of factors including your individual circumstances, your financial goals, how willing and able you are to take risks with your money and the length of time you have to invest. There are many investment options from high quality through to mediocre, poor and unregulated so seeking professional advice is wise and will help you make choices that are right for you.
Investing versus saving is a common dilemma. The answer depends on your goals, time horizon and individual circumstances. Investing can grow your money over the long term, however, it is higher risk than cash because investments go up and down in value and you may get back less than invested. It’s not a good idea to invest for anything less than three years so if you have a short-term financial goal, for example saving for a holiday, cash is usually the right choice.
There are risks involved with making investments, so it can’t be said that investing is 100% safe. The level of risk involved varies between investments. When you invest you could lose some or all of your money, but investing is a very popular way to build wealth over time. As an example, when you contribute to a pension, you are investing.
How risky your investments are depends on what you choose to invest in and your overall investment strategy. A common way to reduce investment risks is to choose a range of investments.
Schedule of interest rates
Find out more about our schedule of interest rates by downloading the document using the button.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.