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

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

Speak to our business development team 

Contact Us