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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.
Latest 13F Filing Activity
Evelyn Partners Investment Management LLP filed their most recent 13F report on Jun 30, 2025 disclosing 262 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Amazon Com Inc., Nvidia Corporation among other positions. Evelyn Partners Investment Management LLP reduced exposure to Unitedhealth Group Inc., Thermo Fisher Scientific Inc., Apple Inc. among others.
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 |
| 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 |
Industry Allocation
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