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.
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.
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.
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.
GBP Indices
Find out more about our GBP indices by downloading the document using the button below.
EUR Indices
Find out more about our EUR indices by downloading the document using the button below.
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 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.
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.
Reference- 22065299