Evelyn Partners Investment Management (Europe) LIMITED

Evelyn Partners Investment Management (Europe) Limited is a leading wealth-management firm that blends financial planning with investment expertise to help clients shape a future that reflects their personal goals and values. With £67 billion of assets under management and a heritage that spans 189 years, the business operates from a network of 21 offices across the UK, Ireland and the Channel Islands, serving individuals, families, charities, entrepreneurs and professional firms alike.

The company's core offering is Total Wealth Management, an integrated service that brings a dedicated financial planner and investment manager together to create a bespoke strategy. Clients can also access specialist financial-planning advice, investment-management solutions that evolve with their circumstances, and employee-benefits programmes designed to attract and retain talent. Evelyn Partners also supports financial intermediaries, personal-injury claimants and Court of Protection cases, providing tailored investment and planning support for each niche.

Recognised for its excellence, Evelyn Partners has won multiple industry awards, including Investment Team of the Year at the 2024 STEP Private Client Awards and a 5-star rating from the Investors' Chronicle. Its promise is simple: to inspire and guide clients so they can "embrace what's next" with confidence and purpose.