Evelyn Partners Evelyn Partners
About us Locations People Insights and Events Careers Group Contact us Client login
You & your family
Financial planning
  • Pensions and retirement
  • Tax planning
  • Inheritance tax and estate planning
  • Financial protection
View More
Investment management
  • Investment advice
  • How we manage money at Evelyn Partners
  • Our approach to ESG
View More
Personal tax
  • Personal tax compliance
  • Residence and domicile planning
  • Trustee and executorship services
View More
Online investments
  • Bestinvest
View More
View all You & your family
Entrepreneurs
View all Entrepreneurs
Businesses
Advisory consulting
  • Business turnaround and cash management solutions
  • Transformation and optimisation
  • Professional practices advisory consulting
View More
Assurance and accounting
  • Accounting advisory
  • Assurance services
  • Risk advisory
  • Business outsourcing services
View More
Business tax
  • Corporate tax
  • Employer solutions
  • Tax risk and governance
  • Technology transformation services
View More
Corporate finance and transactions
  • Growth capital
  • Mergers and acquisitions
  • Business and Asset valuation services
View More
Forensic services
  • Valuations in commercial disputes
  • Monitoring trustee services
  • Fraud and financial crime
View More
Fund solutions
  • Pricing and valuations
  • Financial reporting and tax
  • Transfer agency
View More
Restructuring and recovery services
  • Corporate insolvency
  • Personal insolvency
  • Pensions advisory
View More
Pensions and employee benefits
  • Employee benefits consultancy
  • Financial wellbeing
  • Pensions governance and administration
  • Trustee services
View More
View all Businesses
Charities
View all Charities
Financial Intermediaries
UK advisers
  • Discretionary Portfolio Service
  • Active Managed Portfolio Service
  • Core Managed Portfolio Service
  • Contact the UK team
View More
International advisers
  • Discretionary Portfolio Service
  • Core Managed Portfolio Service
  • Sustainable Managed Portfolio Service
  • Contact the International Team
View More
View all Financial Intermediaries
Professional partners
View all Professional partners
Industries
View all Industries
Services
View all Services
or press enter
Popular Searches
  • Spring Budget 2023
  1. Home
  2. Services
  3. Fund solutions
Gettyimages 175824064 Web (1)

Fund Solutions

How we can help

Evelyn Partners Fund Solutions Limited offers a full-service fund administration solution for UK collective investment schemes (eg OEICs / Unit Trusts).

We take full regulatory responsibility for the establishment and ongoing servicing of the funds to which it acts as the Authorised Corporate Director (ACD) or equivalent.

Working closely with clients and sponsors, Evelyn Partners provides the specialist expertise and focus needed to ensure the funds adhere to the considerable regulatory oversight responsibilities.

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

Regulatory focus

Fund solutions

  • Authorised Corporate Director and Authorised Fund Manager fund oversight
  • Fund pricing and valuations
  • Financial reporting and tax
  • Transfer agency services
  • Host Authorised Corporate Director (ACD) and fund administration services
  • Meet the team
  • Assessment of value
  • Funds

Proven track record

  • Evelyn Partners Fund Solutions Limited launched its first Unit Trust in 1985 and has since become one of the largest Host Authorised Corporate Director (ACD) providers in the UK
  • We support 12 fund sponsors, as well as c.40 investment managers, providing in house Host ACD / Authorised Fund Manager (AFM) and fund administration services to £9.05 billion assets under administration across 142 funds (as at 31 May 2022)
  • Our operation is based in Glasgow, a top 15 financial centre in Europe, providing direct access to experienced and specialist staff

Strengths

  • One site centre of excellence from our Glasgow operation. Teams include pricing and valuations, financial reporting and tax, ACD and AFM fund oversight and transfer agency
  • Within our role as ACD we have daily direct oversight capability of the fund administration, with no need to periodically oversee third party activities over multiple locations
  • Broad external delegate relationships
  • Strong governance structure which includes four independent non-executive directors on the board

Relationship driven

  • Extensive experience in supporting clients, delivering strategic goals and expanding their current offerings
  • A dedicated relationship manager and supporting team, to cover all ACD and fund administration elements with wider support and expertise from within the business
  • Our strong established relationships with major global custodians, auditors and lawyers using economies of scale to deliver value for money

Get in touch

Allan Seldon Fund solutions
Fund solutions

Allan Seldon

Director, Business Development

View Profile
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.

Evelyn Partners
You and your family
  • Financial planning
  • Investment management
  • Personal tax
Businesses
  • Advisory consulting
  • Business tax
  • Corporate finance and transactions
Group
  • Governance
  • Corporate responsibility
  • Press
Sign up to our newsletter

Get Insight & Events updates straight to your email.

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Connect with us
Complaints procedure Privacy Notices Website conditions Registered details Accessibility Legal and regulatory Cookie Policy Modern Slavery and Human Trafficking Statement Keeping you safe Change cookie settings
Compliance:
Insolvency licensing bodies RRS privacy notice Anti-Corruption and Bribery Policy Conflicts of Interest Policy Statement Risk warnings Services for US connected Investors
©2023 Evelyn Partners

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest e. g. Inheritance Tax, pensions, retirement planning or investment planning. One of our experts will then call you at a convenient time.

Please complete all fields below

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
0203 131 6167