Evelyn Partners Investment Management Services LTD
Evelyn Partners Investment Management Services Ltd is a major UK wealth management and investment advisory firm headquartered in London. Founded in 1993, the firm was originally known as Tilney Investment Management Services Ltd and now operates under the Evelyn Partners brand after several mergers, most notably with Smith & Williamson in 2020. With 23 offices and 188 years of heritage through predecessor firms, Evelyn Partners offers personalised investment management, financial planning, and advice for individuals, families, entrepreneurs, charities, and intermediaries. As of June 2025, it manages £64.6 billion in assets and employs a significant team of expert advisors across the UK, Ireland, and Channel Islands.
Investment Strategy
Evelyn Partners provides tailored investment management and financial advice, combining integrated financial planning with professional portfolio management. Their approach emphasizes personalized asset allocation based on each client's risk profile, goals, and circumstances. The firm offers discretionary and advisory investment services, specialist support for charities, and solutions for financial intermediaries. Evelyn Partners is committed to disciplined portfolio construction, diversification, and ongoing review, with a focus on achieving sustainable, long-term returns for clients while managing risk through in-depth research and a partnership-oriented philosophy.
Top Holdings
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.04% | $67.8M | 129,537 | $495.61 | $497.41 | +$27.2M |
A AMZN | AMAZON COM INC | 6.90% | $51.8M | 244,532 | $217.08 | $219.39 | +$19.5M |
V V | VISA INC | 5.67% | $42.5M | 124,417 | $351.38 | $355.05 | +$7.2M |
G GOOGL | ALPHABET INC | 5.40% | $40.6M | 215,267 | $174.77 | $176.23 | +$11.9M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.85% | $36.4M | 76,907 | $502.10 | $485.77 | +$12.0M |