We are Evelyn Partners
A UK leader in wealth management, Evelyn Partners provides investment management and financial planning advice to help our clients embrace what’s next
This is us
An expert team, across the UK, helping clients achieve their financial goals
£61.9bn
of assets under management, as at 31 March 2025
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
What we do
Wealth management
Expert and integrated financial planning and investment management services for individuals and families across the UK, Ireland and the Channel Islands.
Investment management for charities
Specialist support to help charities successfully manage and grow their money.
Investment solutions for financial intermediaries
Professional investment management for the clients of financial intermediaries.
Employee benefits
Pensions and benefits arrangements for businesses.
Online investing through Bestinvest by Evelyn Partners
Everything in one place for those wanting to choose and manage their own investments.
Who we help
Evelyn Partners helps individuals, families and entrepreneurs embrace what’s next by providing personalised financial planning and investment management.
We also manage investments on behalf of charities and financial intermediaries and provide employee benefits to businesses.
Our purpose and values
Our purpose is to place the power of good advice into more hands.
- Personal - we treat you as an individual
- Partnership - we go further together
- Performance - we strive for more
Our history
We’ve been providing our clients with the advice and inspiration to make the most of what’s next for them ever since our predecessor Tilney first started managing investments in Liverpool in 1836. It’s an impressive timeline, a rich history and an evolving story that has always had the power of good advice running through its core.
Corporate responsibility
Corporate responsibility is at the heart of our purpose, our culture and our business strategy. We are committed to acting as a responsible corporate citizen in managing the impact of our business activities on the environment and on our clients, colleagues, investors and the wider community.
Governance
Our leadership and governance are underpinned by a strong framework and policies that ensure we run our business with effective decision-making, oversight and control.
Our leadership
Meet the Evelyn Partners leadership team.
Meet the Board of Directors
Meet the BoardSee our non-executive and executive directors, including our Chairman and Chief Executive Officer.
Meet the Executive Management Team
Meet the Executive TeamMeet the team who support the day-to-day management of our business.
Offices
From towns and cities across the UK to Dublin in Ireland and the Channel Islands, Evelyn Partners is working hard to place the power of good advice into more hands.
Careers
We can only deliver good advice by employing the best people. Find out more about the skills and attributes we value and the career opportunities available through Evelyn Partners.
Speak to Evelyn Partners
Please get in touch to talk about how we can help you, your clients or your business.
Risk warning
The value of investments, and the income from them, may go down as well as up and investors may get back less than the amount originally invested.