Evelyn Partners Asset Management LTD
Evelyn Partners Asset Management Limited is headquartered in London, United Kingdom, and is a leading asset management and wealth management firm with a history tracing back to 1836 through predecessor firms (Tilney, Smith & Williamson). The company, as part of the wider Evelyn Partners group, offers investment management, financial planning, and advisory services for individuals, families, entrepreneurs, charities, and intermediaries. As of 2025, it operates from 23 offices across the UK, Ireland, and the Channel Islands and employs a large team of expert professionals. The firm is known for its tailored approach to investment management, robust governance, and responsible investment philosophy.
Investment Strategy
Evelyn Partners employs a personalised, holistic investment approach that emphasizes both the preservation and growth of client wealth by matching bespoke portfolios to each client’s financial goals, risk tolerance, and time horizon. The firm offers discretionary and advisory investment management, uses strategic asset allocation drawn from cash, bonds, alternatives, and equities, and integrates responsible investment principles by considering environmental, social, and governance (ESG) factors as core to their process. Their philosophy is to deliver robust risk-adjusted returns over the long term while maintaining a strong focus on stewardship and client individuality.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.37% | $20.8M | 83,696 | $497.31 | $497.41 | +$5.1M |
A AMZN | AMAZON COM INC | 6.61% | $14.7M | 200,055 | $212.99 | $219.39 | +$4.5M |
G GOOGL | ALPHABET INC | 6.36% | $14.1M | 160,404 | $176.21 | $176.23 | +$4.4M |
V V | VISA INC | 5.63% | $12.5M | 70,460 | $352.79 | $355.05 | +$169.4K |
S SYK | STRYKER CORPORATION | 5.09% | $11.3M | 57,202 | $394.68 | $395.63 | +$686.2K |