Due Diligence

Providing you with detailed information of our investment strategies.

Due Diligence

At Evelyn Partners we understand the importance that in depth due diligence has in your decision to partner with a discretionary investment manager. That’s why we have put together a comprehensive Due Diligence pack which you can request by providing your details below.

In addition, we also work with the following third-party data providers to ensure you have access to our company and investment proposition information.

  • AKG Financial Strength
  • Asset Risk Consultants (ARC)
  • DD Hub
  • Defaqto Engage
  • FE fundinfo MPS Directory
  • Langcat MPS Analyser
  • Select a Pension
  • Suggestus
  • Synaptic Manager
  • threesixty services

Request a report

Please complete your details below and confirm which report you would like to be sent.