Providing investment solutions to financial intermediaries for their clients
Helping you help your clients
Outsourcing your clients’ investment management requirements can give you more time to focus on their strategic financial planning.
Backed by our investment expertise, we provide access to a number of portfolio services – saving you the time, resources and costs of doing it yourself.
UK financial intermediaries
With our investment management expertise and top-rated portfolio services, we can complement the service you already provide to your clients.
International financial intermediaries
With our specialist investment capability for international investors and an EU MiFID licence, we can work with financial advisers from all around the world.
The advantages of outsourcing
- Advisers can outsource their investment risk to another firm, reducing their own exposure and thus the exposure of their clients
- It allows advisers to outsource a large proportion of the administrative side of advising clients by taking advantage of our reporting capabilities
- As specialist investment managers, Evelyn Partners can draw on extensive resources and research expertise to manage portfolios and select funds
- We secure competitive discounts for advisers and their clients, and also work with fund management firms to seed funds and secure founder share class discounts
- Evelyn Partners is a large, well-resourced firm with regulatory accountability and custodial services in a range of jurisdictions