International financial advisers
Evelyn Partners has built a specialist investment capability for international investors. Our global reach means we work with financial advisers from all around the world. This includes an EU MiFID licence, enabling us to bring our full proposition to European advisers post-Brexit. We are as internationally mobile as your clients.
How we can help you
We can work with you to build the right portfolios for your clients.
We have a range of discretionary investment services available to international clients, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals. By harnessing our expertise, international advisers can save time and resources, helping manage their business more efficiently. We ensure your clients’ investments are in the best possible hands.
Our services
Investment solutions for international financial advisers
Discretionary Portfolio Service
Discretionary Portfolio Service- Dedicated investment manager
- Bespoke portfolio using direct equities, collectives and passives
- Responsible investment options
- Income needs met
- Managed for whole family, including children
- Bespoke investment services for US connected clients
- Minimum investment £250,000
International Managed Portfolio Service
International Managed Portfolio Service- 7 models in GBP, USD & EUR
- Open-ended funds & Passives
- Quality bias with exposure managed
- Available via: Novia Global & Morningstar International
- AMC 0.30% no VAT
International Sustainable Managed Portfolio Service
International Sustainable Managed Portfolio Service- 6 sustainable models from Conservative to Maximum Growth
- ESG & sustainable criteria
- Proprietary research, due diligence and screening of funds
- Available via Novia Global, Morningstar International & 7iM
- AMC 0.30% no VAT
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
Benefits to you
We can provide you with support in a number of crucial areas:
- Investment management for expats
- Bespoke lump sum investment for international clients
- An offshore range of Sustainable Managed Portfolios
- Joint seminar programmes
By harnessing our expertise, international advisers can save time and resources, helping manage their business more efficiently. We ensure your clients’ investments are in the best possible hands.
