Evelyn Partners
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United Kingdom, Channel Islands, Republic of Ireland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Pharmaceuticals
- Manufacturing
Investment Size:
250,000 to 1,000,000,000 USD
Investor Details Founded: 1836
Evelyn Partners is a prominent wealth management firm in the United Kingdom, providing a wide range of financial planning and investment management services. Established in 1836 as Tilney, the firm has evolved through significant mergers, notably with Smith & Williamson in 2020, and rebranded as Evelyn Partners in 2022. With assets under management exceeding £67 billion as of September 2025, Evelyn Partners stands as one of the UK's largest wealth managers.
The firm offers a comprehensive suite of services, including discretionary investment management, financial planning, and professional advisory services. It caters to a diverse clientele, including private clients, business owners, charities, family trusts, and financial intermediaries. Evelyn Partners operates across 25 locations in the UK, Ireland, and the Channel Islands, with its headquarters situated at 45 Gresham Street, London.
Evelyn Partners is backed by prominent private equity firms Permira and Warburg Pincus, reflecting its strong financial foundation. The firm is also known for its online investment platform, Bestinvest, which provides self-directed investors with access to a range of investment options and financial coaching services. This platform complements the firm's traditional wealth management services, offering clients a holistic approach to managing their financial portfolios.
Requirements
- Open to first-time funds
- Institutional type: Multi Family Office
Contact
[Official Website Hidden]
[LinkedIn Profile Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Bestinvest
- Resolve Advisory
- S&W Group
Claim this Investor
Are you an official representative of Evelyn Partners?
Claim this investor to update information, manage your profile, and get a verified seal.
Claim