Evelyn Partners Investment Management (europe) LTD
Evelyn Partners Investment Management (Europe) Limited, part of the Evelyn Partners group, is a leading wealth and investment management firm headquartered in Dublin, Ireland. Founded in 2018 as the European arm of Evelyn Partners, it leverages the group's nearly 190-year heritage in wealth management to serve individuals, families, entrepreneurs, charities, and intermediaries across Ireland and the European Union. The firm specializes in personalized financial planning, investment management, and responsible investing. Evelyn Partners overall manages £64.6 billion in assets with a presence in multiple UK and Irish cities and operates with a large team of expert advisers.
Investment Strategy
Evelyn Partners' investment management philosophy centers on understanding each client’s unique needs and objectives. The firm builds personalized portfolios from major asset classes such as equities, bonds, alternatives, and cash, applying a strategic asset allocation based on long-term risk-return dynamics. Emphasis is placed on preserving and growing wealth, with responsible investment—incorporating environmental, social, and governance (ESG) considerations—being the default across all mandates. The investment process leverages their specialist expertise through a collegiate approach, aiming for robust, risk-adjusted outcomes and active stewardship.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 14.39% | $19.1M | 23,257 | $391.74 | $497.41 | +$6.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.41% | $13.8M | 15,986 | $486.08 | $485.77 | -$1.8M |
G GOOGL | ALPHABET INC | 7.75% | $10.3M | 26,836 | $172.17 | $176.23 | +$2.9M |
M MA | MASTERCARD INCORPORATED | 7.40% | $9.8M | 8,371 | $548.12 | $561.94 | +$1.7M |
A AMZN | AMAZON COM INC | 5.34% | $7.1M | 11,206 | $218.89 | $219.39 | +$2.1M |