Guide: Discretionary Portfolio Service

Every client is different. Our Discretionary Portfolio Service enables you to delegate responsibility for managing your investments to Evelyn Partners. This flagship service is intended for clients where a tailored portfolio is most appropriate to meet an individual's specific goals.

In this guide find out more about:

• Why choose Evelyn Partners to manage your clients' investments

• How we can help achieve your client's investment objectives

• Our Discretionary Portfolio Service