Outsourced investment solutions for UK financial advisers.
We focus on the investments so you can focus on your clients.
How we can help UK financial advisers
At Evelyn Partners, our primary objective is to provide you with an investment solution that complements the service you already deliver to your clients. We respect the integral role that you have as their adviser and appreciate that investment management represents one part of the financial plan you create. By working in partnership, we can help you provide your clients with a truly enhanced investment management service.
We have several investment solutions, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals
As well as our Sustainable MPS, the range includes the Active MPS which makes use of investment companies and has no fixed re-balancing date, and Core MPS which has a lower cost basis, fixed re-balancing and is available on most UK platforms.
To find out more about our 5 Star Defaqto rated model portfolios contact one of the team.
Managed Portfolio Services
Investment solutions for financial advisers
Active Managed Portfolio Service
- 6 models
- A blend of open-ended funds, investment companies & passives
- Active portfolio management
- Launched 2012
- Risk mapped by Dynamic Planner, Synaptic and Defaqto
- Available via 7iM, Abrdn Wrap, Aviva, M&G Wealth Platform, Novia, Transact and Quilter
Core Managed Portfolio Service
- 7 models
- 2 income strategies
- Passives with open-ended funds
- Risk mapped by Dynamic Planner, FinaMetrica, Synaptics, Defaqto & Oxford Risk
- Available direct via Evelyn Partners or 7iM, Abrdn Wrap & Elevate, Aegon, Aviva, Fidelity Adviser Solutions, Hubwise, M&G Wealth Platform, Novia, Nucleus, Praemium UK, Quilter and Transact
Sustainable Managed Portfolio Service
- 6 sustainable models
- ESG & sustainable criteria
- Conservative to Maximum Growth
- Proprietary research, due diligence and screening of funds
- Risk mapped by Synaptics, Defaqto & Oxford Risk
- Available direct via Evelyn Partners or Abrdn Wrap, Aviva, Novia, Praemium UK and Transact
Additional investment management services
Bespoke investment portfolios and IHT planning
Discretionary Portfolio Service
- Dedicated investment manager
- Bespoke portfolio using direct equities, direct bonds, collectives and passives
- Responsible investment options
- Income needs met
- CGT and ISA management
- Managed for whole family, including children
- Bespoke investment services for US-connected clients
- Min investment £250,000
Our Investment Process
- Our investment process trives to preserve and grow the real value of you clients’ assets through time
- We invest globally – taking advantage of a broader set of investment opportunities Accessing all available asset classes through a combination of direct equities, direct bonds, passives and collective investments – for wider diversification benefits.
- External fund selection – accessing external fund managers to take advantage of exceptional skills
- Qualitative analysis like no other - we dig deep to understand the potential behaviours of fund managers, as well as the numbers
- Back our judgement and invest in the same way for our own portfolios - investing in the same assets as our clients
- We invest globally: taking advantage of global opportunities
- Across all asset classes: to provide wider diversification benefits
- Collective investments and direct equities: for reduced costs to your clients and potential for improved downside protection