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  1. Home
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  3. Investment management
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Investment management

Benefit from a personalised investment portfolio that takes into account your investment time horizon, attitude to risk and the returns you require.

Contact us to book an appointment

Our team is on hand to find out about your investment requirements and put you in touch with the right adviser to help. 

Steve Collins New Business Website
Team

Call us or book an appointment:

020 3131 6167

How we can help with investment management

Meeting your investment objectives

Our focus is on preserving and growing your wealth to give you financial security both now and in the future. Each of our clients has different needs, aspirations and time horizons so the service you’ll receive from Evelyn Partners is as individual as you are.

Through our discretionary investment management service, you can choose to delegate responsibility for managing your investments to Evelyn Partners, giving you peace of mind that your investments are in expert hands. Your investment manager will build a bespoke, diversified portfolio for you and then manage it on a day-to-day basis in line with your wishes.

If you’d prefer more involvement with investment decisions, one of our experienced investment managers can provide investment advice, recommending a bespoke portfolio and helping you manage it over time.

Investment management

  • Investment advice
  • Discretionary investment management
  • How we manage money at Evelyn Partners
  • Our approach to ESG
  • Investment stewardship
  • Investment management for charities
  • ESG for charities

Why choose us

Benefit from our expertise.

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 and we do this by concentrating on a small number of guiding principles.

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.

Schedule of interest rates

Find out more about our schedule of interest rates by downloading the document using the button.

Download PDF

Risk Profiles - Our comparator indices

The eight risk profiles we offer clients each have a different portfolio composition, constructed from the major investment asset classes of cash, bonds, alternatives and equities. These strategic asset allocations are based on long-term risk and return histories, and generate the building blocks for portfolios. From these strategic asset allocations our composite comparative indices are formed, which provide a guide to portfolio performance measurement.

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GBP Indices

Find out more about our GBP indices by downloading the document using the button below.

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EUR Indices

Find out more about our EUR indices by downloading the document using the button below.

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USD Indices

Find out more about our USD indices by downloading the document using the button below.

Contact us to book an appointment

Our team is on hand to find out about your investment requirements and put you in touch with the right adviser to help. 

Book an appointment

Please complete this form, and one of our experts will call you at a convenient time.

0203 131 6167

Investments and inflation

Register for our free webinar to hear us discuss the impact of recent inflation, our view of the markets and our investment outlook

Find out more

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.

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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.

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0203 131 6167