Evelyn Partners International

Who we are

In September 2020 Smith & Williamson and Tilney merged creating one of the UK's leading integrated wealth management and professional services business with over £50 billion of assets under management. TS&W is privately owned by key employees of the firm, Permira and Warburg Pincus and operates from 40 offices and over 2000 staff across the UK, Ireland and Jersey.

All of our services are underpinned by a disciplined investment process delivered by some of the UK’s most experienced and highly qualified investment professionals. Our comprehensive investment management capability means we also provide investment services for people seeking offshore investment, tax and custody solutions.

Many of our clients are introduced to us through professional advisers and we are happy to encourage they remain at the center of the client relationship.

Our global client types include:

• Individuals and families
• Trusts
• Company accounts
• US connected clients
• Charities
• Funds
• Pensions

We believe your personal wealth is our personal responsibility.

What we do

We are trusted investment managers of our global client's wealth. Our discretionary services include investment management, funds and centralised portfolios, however the main reason we are selected is for our long term track record of delivering high levels or personal service alongside a modern investment proposition.

One of the cornerstones of our investment approach is the belief that every client has unique circumstances and requirements and will benefit from a bespoke investment solution. Our offering is reinforced by a robust and repeatable process outlined below which provides a solid framework within which to manage discretionary portfolios.

We believe this approach gives our investment managers the flexibility to adapt to changing economic and market conditions as well as our client's evolving requirements. By taking time to understand the client's circumstances, we can then construct the optimal portfolio, applying these tested and longstanding processes.

Investment Managers responsible for the management of assets will have a direct relationship with their clients. To achieve the agreed objectives they will use a combination of their personal investment experience, the output of our central investment committees and the research capabilities of the firm. For our offshore clients we also have considerable experience managing portfolios that avoid UK situs assets and UK sourced income.

The Investment Management Executive Committee (IMEC) is the top group for the development and oversight of the investment approach and philosophy of the firm. All other investment groups and investment management teams ultimately report to the IMEC. Supporting the risk over lay of the IMEC is the Investment Oversight Committee (IOC) who monitor the investment managers and all aspects of the functional investment committees below:

• The Investment Process Committee (IPC) provides the frame work for the blend of global assets required for the main strategic risk profiles. The assets under constant review include equities, bonds/fixed income, cash, commodities, property, gold, absolute return and hedge funds. The IPC provides a number of strategic risk profiles made up of a diversified blend of assets that will cater for the lowest risk investor through to the risk profile for a maximum growth mandate . The ideal output of the strategic risk profiles are efficient portfolios that take the least risk possible for an expected return or the greatest return available for an expected level of risk.
• The investible fund list is the responsibility of the Collectives Investment Group (CIG). The CIG sets out the frame work, including our Ten Principles of Fund Selection, for creating the global funds available to the Investment Managers for building portfolios. Underlying data collection and research of the funds is undertaken by select Investment Managers who provide the fund research to the CIG for review. At the client portfolio level the Investment managers will consider the individual preferences of the client such as CGT, cherished holdings or income requirements when considering the purchase or sale of an individual fund.
• The Direct Investment Group (DIG) has responsibility for researching and maintaining the universe of global preferred direct equities. The DIG will provide ongoing investment views on individual equities allowing managers to use direct positions when building client portfolios.
• The Fixed Income Group (FIG) provides research into global direct fixed income securities. It will also undertake specialist research for clients who have specific fixed income portfolio requirements.
• All ethical, sustainable and socially responsible considerations are the responsibility of the Stewardship and Responsible Investment Group. This team provides the ESG requirements of the firm, undertakes all ethical research and often allocates resources to assist with charitable or sustainable mandates with specific requirements. TS&W are signatories to the UN PRI.

Our reporting and client internet portal allow you to have regular updates by mail, email, telephone or face to face as you prefer.