Company description

Evelyn Partners is one of the UK’s leading integrated wealth management and professional services groups, created by the merger of Tilney and Smith & Williamson. While our name has changed our commitment to delivering a world class experience to our clients remains as strong today as it always has been. Founded more than 180 years ago, the group is trusted to look after £55.8 billion* of assets for our global clients from offices across the UK, Republic of Ireland and Channel Islands.  Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their financial goals.

*as at 31st March 2022

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Services available

Discretionary Portfolio Service (DPS) inlcuding an AIM Portfolio

Managed Portfolio Service (MPS) - Direct

Managed Portfolio Service (MPS) - On Platforms

Sustainable Managed Portfolio Service (SMPS)