Tackling investment losses?
If you have £350k or more investable assets, book your free investment assessment to benefit from expert insight
What to expect from your free investment assessment
This is an opportunity to get an objective assessment of your investment portfolio and strategy. During your assessment, an experienced investment manager from Evelyn Partners will:
- Work with you to understand your financial circumstances, goals and investment objectives
- Understand your capacity and tolerance for investment risk
- Assess your current investment portfolio
- Explain how we would diversify and rebalance your portfolio
- Show you how we manage money at Evelyn Partners
Please note: during your complimentary session we can give you an assessment of your portfolio but we can’t give you advice on what to do.
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.
Book an appointment
Please complete this form, and one of our experts will call you at a convenient time.
Why Evelyn Partners?
Investment expertise
We have been managing our clients’ portfolios for more than 100 years and our investment managers are among the most experienced and highly qualified in the UK.
Robust approach to managing investments
All our investment management services are underpinned by an established investment philosophy and process. Our focus is on preserving and growing your wealth.
Track record as a responsible investor
We are responsible investors, incorporating Environmental, Social and Governance (ESG) factors as well as financial considerations into portfolios. We seek to invest in those businesses operating in a responsible manner and use stewardship to engage with companies and vote on material shareholdings.
331
Investment managers
188
years of experience
£59.1bn
of assets under management, as at Dec 2023