Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP is a leading UK-based wealth manager headquartered in London. Formed in 2022 from the heritage firms Tilney and Smith & Williamson, it delivers investment management and financial planning services to individuals, families, entrepreneurs, charities, and intermediaries. Evelyn Partners operates 23 offices across the UK, Ireland, and the Channel Islands, employs a large team of experts, and is known for its client-centric advice and broad financial expertise. The group has nearly two centuries of experience in investment services and is recognized as a prominent player in the UK wealth management sector.
Investment Strategy
Evelyn Partners follows a personalised investment philosophy that prioritises understanding each client's unique needs and objectives. Portfolios are constructed using a diversified mix of asset classes including equities, fixed income, alternatives, and cash, tailored for varying risk profiles. The firm adopts a collegiate, team-based approach and emphasises responsible investment by integrating environmental, social, and governance (ESG) factors into decision-making. The focus is on both preserving and growing client wealth by using long-term strategic asset allocation, robust risk management, and active stewardship.
Top Holdings
Equity Positions (262)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.91% | $287.9M | 545,074 | $497.35 | $497.41 | +$91.4M |
A AMZN | AMAZON COM INC | 9.35% | $225.9M | 1,056,552 | $219.35 | $219.39 | +$35.9M |
G GOOGL | ALPHABET INC | 7.07% | $170.9M | 876,314 | $176.18 | $176.23 | +$14.1M |
N NVDA | NVIDIA CORPORATION | 4.58% | $110.8M | 642,032 | $124.92 | $157.99 | +$35.1M |
V V | VISA INC | 4.54% | $109.8M | 174,260 | $350.46 | $355.05 | -$627.5K |