• Personal
  • Adviser
  • Charity
Personal
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
Wealth management

Combined financial planning and wealth management expertise.

  • Financial Planning
    • A full financial plan
    • Cashflow modelling
    • Dealing with life-changing events
    • Financial protection
    • Inheritance tax and estate planning
    • International financial planning
    • Investing for children
    • Retirement planning and pensions
  • Investment management
    • Discretionary investment management
    • How we manage money
    • Investment advice
    • Responsible investing
  • Evelyn Partners funds
  • For entrepreneurs
  • DIY Investing - Bestinvest
Insights & events
Fees & charges
Our people
Contact us
Personal
Contact UsLogin
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
or press enter
Popular Searches
  • Spring Budget 2024

Market insights

Return to homepage

Latest news

  • Oil Ship
    Insight

    Israel-Iran conflict: Another proxy war has begun

    The decision to strike Iran's nuclear infrastructure has created a series of risks, but portfolios can be positioned to deal with uncertainty

    Daniel Casali Investment management
    by Daniel Casali

    23 Jun 2025

  • Cash And Cautious IFA
    Insight

    Maximising cash savings for clients: Are there alternative options to bank accounts?

    The Evelyn Partners Cash and Cautious Bond Portfolio can offer competitive returns tailored to your clients’ needs

    Ian Kenny Investment management
    by Ian Kenny

    17 Jun 2025

  • US Tax
    Insight

    Not-so-beautiful US taxes

    Section 899, part of the One Big Beautiful Bill Act, could increase market volatility, but there are scenarios where it might also bring potential benefits for US equities

    Daniel Casali Investment management
    by Daniel Casali

    10 Jun 2025

  • Volatility Spring 25. Mobile No Text
    Insight

    Investment Outlook: Back to the future with fundamentals

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    03 Jun 2025

  • Index MPS
    Insight

    What sets Evelyn Partners’ Index MPS range apart from other index investment products?

    Evelyn Partners’ Index Managed Portfolio Service (MPS) combines various index tracking funds to create diversified portfolios, benefiting from active asset allocation while maintaining low costs

    People Icon
    by Dan Caps

    16 May 2025

  • Uturn (1)
    Insight

    Investment Outlook: The US president is for turning

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 May 2025

  • Chameleon (1)
    Insight

    Darwinian firms adapt to tariffs and lift stocks higher

    Despite tariff increases companies have shown remarkable adaptability by making dynamic changes to preserve earnings and shareholder value

    Daniel Casali Investment management
    by Daniel Casali

    10 Jul 2025

  • Fed Reserve Interest Rate Concerns Mar 23
    Insight

    The Apprentice: Fed chair episode

    President Donald Trump's pick of Fed chair may result in a more politically responsive and potentially looser monetary stance

    Daniel Casali Investment management
    by Daniel Casali

    04 Jul 2025

  • Retail Shopping
    Insight

    Investment Outlook: Fending off the “Panicans” with stimulus and spending

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Jul 2025

  • Oil Ship
    Insight

    Israel-Iran conflict: Another proxy war has begun

    The decision to strike Iran's nuclear infrastructure has created a series of risks, but portfolios can be positioned to deal with uncertainty

    Daniel Casali Investment management
    by Daniel Casali

    23 Jun 2025

  • Cash And Cautious IFA
    Insight

    Maximising cash savings for clients: Are there alternative options to bank accounts?

    The Evelyn Partners Cash and Cautious Bond Portfolio can offer competitive returns tailored to your clients’ needs

    Ian Kenny Investment management
    by Ian Kenny

    17 Jun 2025

  • US Tax
    Insight

    Not-so-beautiful US taxes

    Section 899, part of the One Big Beautiful Bill Act, could increase market volatility, but there are scenarios where it might also bring potential benefits for US equities

    Daniel Casali Investment management
    by Daniel Casali

    10 Jun 2025

  • Volatility Spring 25. Mobile No Text
    Insight

    Investment Outlook: Back to the future with fundamentals

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    03 Jun 2025

  • Index MPS
    Insight

    What sets Evelyn Partners’ Index MPS range apart from other index investment products?

    Evelyn Partners’ Index Managed Portfolio Service (MPS) combines various index tracking funds to create diversified portfolios, benefiting from active asset allocation while maintaining low costs

    People Icon
    by Dan Caps

    16 May 2025

  • Uturn (1)
    Insight

    Investment Outlook: The US president is for turning

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 May 2025

  • Chameleon (1)
    Insight

    Darwinian firms adapt to tariffs and lift stocks higher

    Despite tariff increases companies have shown remarkable adaptability by making dynamic changes to preserve earnings and shareholder value

    Daniel Casali Investment management
    by Daniel Casali

    10 Jul 2025

  • Fed Reserve Interest Rate Concerns Mar 23
    Insight

    The Apprentice: Fed chair episode

    President Donald Trump's pick of Fed chair may result in a more politically responsive and potentially looser monetary stance

    Daniel Casali Investment management
    by Daniel Casali

    04 Jul 2025

  • Retail Shopping
    Insight

    Investment Outlook: Fending off the “Panicans” with stimulus and spending

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Jul 2025

  • Oil Ship
    Insight

    Israel-Iran conflict: Another proxy war has begun

    The decision to strike Iran's nuclear infrastructure has created a series of risks, but portfolios can be positioned to deal with uncertainty

    Daniel Casali Investment management
    by Daniel Casali

    23 Jun 2025

  • Cash And Cautious IFA
    Insight

    Maximising cash savings for clients: Are there alternative options to bank accounts?

    The Evelyn Partners Cash and Cautious Bond Portfolio can offer competitive returns tailored to your clients’ needs

    Ian Kenny Investment management
    by Ian Kenny

    17 Jun 2025

  • US Tax
    Insight

    Not-so-beautiful US taxes

    Section 899, part of the One Big Beautiful Bill Act, could increase market volatility, but there are scenarios where it might also bring potential benefits for US equities

    Daniel Casali Investment management
    by Daniel Casali

    10 Jun 2025

Latest events

  • Gettyimages 1182856481
    Event

    Introducing Index Managed Portfolio Service (IMPS)

    Watch our webinar, where we discuss our Index Managed Portfolio Service and how it can help meet your clients’ needs. For Professional Advisers only, not for use with clients.

    08 Jul 2025

  • Shutterstock 2169540177
    Event

    Evelyn Partners ‘Cash & Cautious Bond Portfolio’ - A portfolio for clients looking for an alternative to cash

    Support your clients' goals with an alternative solution to cash.  For Professional Advisers only, not for use with clients.

    02 Jul 2025

  • Gettyimages 1157934738 WEB (1)
    Event

    Understanding the FCA’s requirements for supporting vulnerable clients

    Register for Understanding the FCA’s requirements for supporting vulnerable clients. Find out more about how this sensitive yet important subject is relevant to your business.

    11 Jul 2024

  • Gettyimages 1182856481
    Event

    Introducing Index Managed Portfolio Service (IMPS)

    Watch our webinar, where we discuss our Index Managed Portfolio Service and how it can help meet your clients’ needs. For Professional Advisers only, not for use with clients.

    08 Jul 2025

  • Shutterstock 2169540177
    Event

    Evelyn Partners ‘Cash & Cautious Bond Portfolio’ - A portfolio for clients looking for an alternative to cash

    Support your clients' goals with an alternative solution to cash.  For Professional Advisers only, not for use with clients.

    02 Jul 2025

  • Gettyimages 1157934738 WEB (1)
    Event

    Understanding the FCA’s requirements for supporting vulnerable clients

    Register for Understanding the FCA’s requirements for supporting vulnerable clients. Find out more about how this sensitive yet important subject is relevant to your business.

    11 Jul 2024

  • Gettyimages 1182856481
    Event

    Introducing Index Managed Portfolio Service (IMPS)

    Watch our webinar, where we discuss our Index Managed Portfolio Service and how it can help meet your clients’ needs. For Professional Advisers only, not for use with clients.

    08 Jul 2025

  • Shutterstock 2169540177
    Event

    Evelyn Partners ‘Cash & Cautious Bond Portfolio’ - A portfolio for clients looking for an alternative to cash

    Support your clients' goals with an alternative solution to cash.  For Professional Advisers only, not for use with clients.

    02 Jul 2025

  • Gettyimages 1157934738 WEB (1)
    Event

    Understanding the FCA’s requirements for supporting vulnerable clients

    Register for Understanding the FCA’s requirements for supporting vulnerable clients. Find out more about how this sensitive yet important subject is relevant to your business.

    11 Jul 2024

  • Gettyimages 1182856481
    Event

    Introducing Index Managed Portfolio Service (IMPS)

    Watch our webinar, where we discuss our Index Managed Portfolio Service and how it can help meet your clients’ needs. For Professional Advisers only, not for use with clients.

    08 Jul 2025

  • Shutterstock 2169540177
    Event

    Evelyn Partners ‘Cash & Cautious Bond Portfolio’ - A portfolio for clients looking for an alternative to cash

    Support your clients' goals with an alternative solution to cash.  For Professional Advisers only, not for use with clients.

    02 Jul 2025

  • Gettyimages 1157934738 WEB (1)
    Event

    Understanding the FCA’s requirements for supporting vulnerable clients

    Register for Understanding the FCA’s requirements for supporting vulnerable clients. Find out more about how this sensitive yet important subject is relevant to your business.

    11 Jul 2024

  • Gettyimages 1182856481
    Event

    Introducing Index Managed Portfolio Service (IMPS)

    Watch our webinar, where we discuss our Index Managed Portfolio Service and how it can help meet your clients’ needs. For Professional Advisers only, not for use with clients.

    08 Jul 2025

  • Shutterstock 2169540177
    Event

    Evelyn Partners ‘Cash & Cautious Bond Portfolio’ - A portfolio for clients looking for an alternative to cash

    Support your clients' goals with an alternative solution to cash.  For Professional Advisers only, not for use with clients.

    02 Jul 2025

  • Gettyimages 1157934738 WEB (1)
    Event

    Understanding the FCA’s requirements for supporting vulnerable clients

    Register for Understanding the FCA’s requirements for supporting vulnerable clients. Find out more about how this sensitive yet important subject is relevant to your business.

    11 Jul 2024

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

Footer menu

Services

  • Wealth management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing policy
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
Between £250,000 - £500,000
Between £500,000 - £1,000,000
More than £1,000,000
MoTuWeThFrSaSu
301234567891011121314151617181920212223242526272829303112345678910
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
301234567891011121314151617181920212223242526272829303112345678910
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167