Wealth management
Planning and investing for what’s next
Specialist wealth management expertise, delivered the way you need
Whatever’s next for you and your family, we’re here to provide personalised support and specialist expertise to help you achieve what matters most.
Financial planning
Expert advice to help you plan for life’s big decisions and your financial future.
Explore financial planning solutions
Investment management
Personalised investment solutions to help you grow and protect your wealth your way.
Explore investment management solutionsWhy choose us?
When you choose Evelyn Partners you’ll benefit from the expertise of skilled specialists who’ll work together to provide the service you need, delivered in the way you want.
Ours is a culture of going further to understand our clients and what matters most to them so you’ll be supported by those who’ll recognise your ambitions, what you want for your loved ones, your work, your passions and your lifestyle. Drawing on this, they’ll make sure you’re set up to face the future with confidence and embrace what’s next for you.
£61.9bn
of assets under management, as at 31 March 2025
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
Who we help
Whether you’re an individual or family, a partner in a firm, or an entrepreneur, we have a team with the skills and experience to help you achieve your goals.
Let’s discuss what’s next for you
Arrange a call with an expert from Evelyn Partners today.
Explore further
Discover the latest ideas and analysis from our team and find out more about our upcoming events.
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.