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EVELYN PARTNERS - Legal Disclaimer

EVELYN PARTNERS - Legal Disclaimer

THE EVELYN PARTNERS FINANCIAL ADVISER AREA OF THE WEBSITE IS INTENDED FOR PROFESSIONAL ADVISERS ONLY. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC.

THE INFORMATION ON THIS WEBSITE IS ISSUED AND APPROVED BY EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD AND EVELYN PARTNERS INVESTMENT MANAGEMENT LLP, AND DOES NOT, IN ANY WAY, CONSTITUTE INVESTMENT ADVICE. BOTH ENTITIES ARE AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Important regulatory information & risk warnings

You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this section of the Website.

The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

The performance information contained on the site contains information which accords with UK performance standards. Past performance is not a guide to future performance. Tax rates and reliefs may change and the value of tax reliefs depends on individual circumstances. Local laws may have an impact on investments.

The information on this site is published for private reference purposes only and is neither an offer to enter into a contract or agreement nor a solicitation to buy or sell any investment or service. This Website is directed only at professional advisers only. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form.

Evelyn Partners is not responsible for the accuracy of the information contained within the sites of other providers which have links to any pages of this site. Evelyn Partners does not endorse any information contained on other providers' sites. The contents of this site are based upon sources of information believed to be reliable. However, (1) no guarantee, warranty or representation, express or implied, is given as to the accuracy or completeness of such information; and (2) no Evelyn Partners company nor any of its officers, directors or employees accepts any liability or responsibility in respect of the information expressed herein which, moreover, is subject to change without notice.

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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.

Our services

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, do contact one of the team.

UK advisers

  • Active Managed Portfolio Service
  • Core Managed Portfolio Service
  • Sustainable Managed Portfolio Service
  • Discretionary Portfolio Service
  • AIM Portfolio Service
  • Factsheets & Literature
  • Contact the UK team

Managed Portfolio Services

Investment solutions for financial advisers

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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
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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
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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, collectives and passives
    • Responsible investment options
    • Income needs met
    • Managed for whole family, inc children
    • Bespoke investment services for US-connected clients
    • Min investment £250,000
  • AIM Portfolio Service

    • IHT planning using AIM shares
    • Dedicated investment manager
    • Independently reviewed by MJ Hudson Allenbridge
    • Fees debited from income where possible
    • Quarterly valuation
    • Annual tax report
    • Min investment £50,000

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

Investment Process

  • 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
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Get in Touch

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