Partnering with you to shape your clients’ futures
Delivering investment management solutions to support your clients in achieving their goals.
Investment expertise to enhance your advice
Through our depth and scale expertise, principle-driven investment philosophy and flexibility, we support financial advisers in helping to create better outcomes for clients at every life stage.
Work with an experienced investment partner that complements your financial planning with a range of products, services and dedicated support, enabling you to concentrate on advising clients, building relationships and growing your business.
Portfolio offerings that move with you
A broad range of portfolio options to suit different client needs, from discretionary and managed portfolios, to strategies designed for specific requirements such as capital preservation, liquidity management or low volatility outcomes.
Working as one team to enhance your service
Enhance your service with a partner that works seamlessly as an extension of your team, offering responsive support and an approach to working with your clients that’s defined by you.
Reinforcing governance and control
Benefit from operational efficiencies, comprehensive risk and governance controls, and client investment strategies underpinned by a disciplined approach to investment research and portfolio construction.
Our expertise
£68.6bn
of assets under management, as at 31 December 2025
30 Years
Working with financial advisers since 1996 and managing investments for almost 200 years
500+
Professional adviser firms supported
Investment management services, built for your clients
From fully bespoke discretionary portfolios to managed strategies, our services are designed to provide financial advisers with flexible, aligned investment solutions to match client objectives and risk profiles.
Discretionary Portfolio Service
Maximum flexibility, minimal friction
Support your clients with bespoke, actively managed multi-asset portfolios built around their evolving goals and needs, incorporating income requirements, asset-class exclusions and tax priorities – with options for offshore and US-connected clients.
Managed Portfolio Service
Five options, one disciplined process
Services aligned to your clients’ objectives and risk levels, spanning index, core, active, sustainable and MPS Pro – all built on and governed by a disciplined process and available across leading platforms.
Cash and Cautious Bond Portfolio
Built for capital preservation and inflation protection
A bespoke portfolio that targets returns above cash savings for your clients by investing in high-quality cash and bond assets, providing a potentially tax-efficient alternative to standard savings accounts.
Services for international advisers
Cross-border investment solutions
Access discretionary investment services and managed portfolios for your clients, all built specifically for international investors, governed by a disciplined process and delivered by specialists with global expertise.
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
Latest news
- Insight
Investment Outlook: Navigating warflation
The conflict in the Middle East is disrupting energy markets, driving inflation higher and influencing the drivers of financial markets
- Insight
Looking for an end to the Middle East conflict
Investors are searching for clues as to whether the conflict widens or finds an off‑ramp. For now, a calm, long‑term approach remains sensible
- Insight
James Burns, Head of MPS, joins Asset TV’s MPS Masterclass
James Burns, Head of MPS, joins Asset TV’s MPS Masterclass to explore the shift beyond US exceptionalism, the case for global diversification and how alternatives, currency discipline and active management are supporting more resilient model portfolios.
- Insight
Why it’s all about inventories in the Middle East
Inventories could determine impact on the economy and length of the war in the Middle East
- Insight
Markets are still digesting risks from the Middle East
Oil price rises as Middle East tensions weigh on investor’s minds
- Insight
Middle East escalation and market impact
Escalating tensions in the Middle East have brought renewed market volatility and lifted oil prices, but diversified portfolios offer resilience in periods of uncertainty
- Insight
How the Cash & Cautious Bond Portfolio can support your short-term planning needs
Holding everything in cash isn’t always the most effective way to support short‑term plans. A near‑cash approach can help you stay flexible with a measured level of risk
- Insight
Look through Trump’s tariff tantrums
What does it mean for investors now that the Supreme Court has cancelled the majority of President Donald Trump’s ‘Liberation Day’ tariffs?
Need help with the new intermediaries' portal?
From resetting your password to searching for clients, find answers to any questions you might have.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.