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USA Evelyn Partners Discretionary Investment Management Limited Terms of Business
Click the link below for Appendix 1: Custodian Terms and Conditions for Custody Services
You & your family
You & your family
Through all of life’s important moments, we’re here to help you plan, manage and future-proof your financial lives.
Find out more Financial planning
Whether you need retirement and pensions advice, support with inheritance tax and estate planning, guidance when selling your business, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help
- Retirement planning and pensions
- Tax planning
- Inheritance tax and estate planning
- Financial protection
Investment management
Benefit from a personalised investment portfolio that takes into account your investment time horizon, attitude to risk and the returns you require.
View More Personal tax
Expert care for all your personal tax needs from straightforward rule changes and disclosure requirements to complex residential and domicile tax planning.
View More Businesses
Businesses
Scaling up, or ready to sell? Whatever stage your business is at, we have the expertise to give you confidence wherever you are in your journey.
Find out more Advisory consulting
From debt, profitability and working capital to optimisation, strategic delivery and operational efficiency, discover what Evelyn Partners can do for your business
- Business turnaround and cash management solutions
- Transformation and optimisation
- Professional practices advisory consulting
Assurance and accounting
Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.
View More Business tax
Whether you’re a family business or a complex multinational group, more than ever you need to be able to satisfy the tax authorities and other stakeholders that your tax affairs are in order.
- Corporate tax services
- Employer solutions
- Tax risk and governance
- Technology transformation services
Corporate finance and transactions
Any significant transaction carries a number of risks, which are not always immediately apparent. By helping clients understand a transaction’s true value and mitigating avoidable threats, we can improve the process and, ultimately, outcomes.
View More Forensic services
Forensic accounting plays a key role in resolving disputes in the UK. Whether you’re a business leader or lawyer representing a private client, explore the key forensic services offered by Evelyn Partners.
View More Fund solutions
Evelyn Partners Fund Solutions Limited offers a full-service fund administration solution for UK collective investment schemes (eg OEICs / Unit Trusts)
View More Restructuring and recovery services
Expert advice for companies experiencing financial difficulties and insolvency
View More Employee benefits
Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.
View More Financial intermediaries
Financial intermediaries
Outsourcing your clients’ investment management requirements can give you more time to focus on their strategic financial planning.
Find out more UK financial advisers
We focus on the investments so you can focus on your clients.
- Discretionary Portfolio Service
- Active Managed Portfolio Service
- Core Managed Portfolio Service
- Contact the UK team
International advisers
Evelyn Partners has built a specialist investment capability for international investors. Our global reach means we work with financial advisers from all around the world.
- Discretionary Portfolio Service
- International Managed Portfolio Service
- International Sustainable Managed Portfolio Service
- Contact the International team
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