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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
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Fund Solutions

Providing independent ACD Solutions to the UK funds industry

How we can help

Evelyn Partners Fund Solutions Limited offers an independent Authorised Corporate Director (ACD) solution for UK collective investment schemes (eg OEICs / Unit Trusts).

We take full regulatory responsibility for the establishment and ongoing servicing of the funds in our role as ACD or equivalent.

Evelyn Partners Fund Solutions provides the specialist expertise and focus needed to ensure funds adhere to the considerable regulatory oversight responsibilities.

Our robust fund governance ensures investor interest is at the very core of our service offering.

  • Alongside our ACD service, we can also provide in-house fund administration solutions.
  • Evelyn Partners Fund Solutions Limited launched its first Unit Trust in 1985 and has since become a leading Independent Authorised Corporate Director (ACD) provider in the UK
  • We support 15 fund sponsors, as well as c.40 investment managers, providing independent  ACD / Authorised Fund Manager (AFM) services to over £9 billion assets under administration across 150 funds
  • Our operation is based in Glasgow, a top 15 financial centre in Europe, providing direct access to experienced and specialist staff

Fund solutions

  • ACD & fund administration
  • ACD Only
  • Meet the team
  • Literature
  • Contact us

Fund solutions

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Independent ACD and fund administration

Our Independent Authorised Corporate Director (ACD) and fund administration service provides a vastly experienced centre of excellence and full-service fund solution, comprising of the following teams:

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Literature

Evelyn Partners Fund Solutions Limited provides Independent ACD/AFM services to a number of high-calibre fund sponsors and investment managers. Further information regarding each of the funds is available in this section.

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Meet the team

The Evelyn Partners Fund Solutions Business Development & Relationship Management Team are focused on ensuring that you always receive a supportive and efficient service, tailored to your specific needs.

Find out more

Get in touch

Neil Coxhead (002)
Fund solutions

Neil Coxhead

CEO of Evelyn Partners Fund Solutions Ltd

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Allan Seldon Fund solutions
Fund solutions

Allan Seldon

Director, Business Development

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Lawrence Ladbrook Head of Relationship Management
Fund solutions

Lawrence Ladbrook

Head of Relationship Management

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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

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Mr.
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I have investments of...
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