Evelyn Partners International

Who we are

Evelyn Partners is one of the UK's leading wealth management groups with over £65 billion of assets under management (as of 30th September 2025) with 190 years of experience managing investments for private clients, charities, corporates, pension funds, trusts and both UK and International financial adviser firms. We employ over 2000 staff, including more than 350 investment managers with a network of 23 offices across the UK, Republic of Ireland and the Channel Islands.

We are one of the very few firms regulated in the US, UK, Channel Islands & Europe operating a multi-custodial approach with more than twenty different custodial relationships in the US, Channel Islands, Ireland, UK, Luxembourg and Switzerland and manage global mandates in Sterling, US dollar, Euro and Swiss Franc. 

Many of our clients are introduced to us through professional advisers, our client types include:

Individuals and Families

Trusts

Company Accounts

US Connected clients

Charities

Funds

Pensions

We believe your clients' personal wealth is our personal responsibility.

Our regulated entities are:

Evelyn Partners Investment Services Limited & Evelyn Partners Investment Management (FCA)

Evelyn Partners Asset Management Limited (FCA & SEC)

Evelyn Partners International Limited (JFSC)

Evelyn Partners Investment Management (Europe) Limited (CBI) 

What we do

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. Evelyn Partners investment portfolios may use direct equities and fund solutions and will be managed according to the unique requirements of the client such as restrictions around UK Situs Assets or non-UK sourced income, US clients, charity, income needs, cherished holdings or ethical considerations.

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

Central to our investment philosophy is the belief that clients are not necessarily risk averse, they are loss averse; and it is on this basis that we aim to preserve and grow the real value of our clients' capital over time. In an investment world that is sometimes unpredictable, often irrational and all too frequently short-term in its outlook, we believe investment success can only be achieved by focusing on a small number of guiding principles. These principles inform all aspects of our investment thinking:

Investors are particularly sensitive to losses rather than averse to taking risk.

Long-term performance should be judged alongside returns from cash and inflation.

Equity will be the main driver of real returns, but these returns require patience and discipline to achieve.

Short-term market movements are impossible to predict.

Asset allocation is the long-term driver of performance and risk management.

Understanding and managing liquidity is vital. 

The bedrock of our investment process is to have the confidence not to change what we are doing; recognising that the short-term impacts on valuations but not underlying value creation. We do not seek to invest in vogue companies or sectors, preferring resilience over popularity. Rather than building portfolios of our “best ideas”, ideas we must chop and change as the word does, we build portfolios that have the ability to withstand changes that are inevitable but almost impossible to predict.  

Our investment team is highly collegiate, despite our size, with almost 350 members, decisions are made collectively and not remotely. More than 100 investment managers combine their day-to-day client responsibilities with collective investment research and a further 80 are responsible for single stock and bond research. Investment managers rotate between our asset allocation, stock and collectives committees where our house view and preferred investment options are created.  

We put considerable work in to enabling the creations of tailored investment solutions while ensuring an equality of outcomes across clients. While each client is unique their needs are often not, and so portfolios are as “bespoke as necessary”. This approach provides confidence for professional advisers that there will be a consistency in their mandates, and this won’t vary depending on the chance of individual appointments.  

Our portfolios are built for successful long-term investing and so do not require events to happen or not. If they depend on anything for their growth it would be the one thing we can rely on; the passage of time. We believe investment success for professional advisers comes not from exclusivity, sophistication or greater resources, but from the confidence of patience. 

We are proud to have been awarded the Investment Team of the Year at the STEP Private Client Awards 2024 and Investment Performance – Cautious Mandate at the PAM Awards 2024.