Evelyn Partners is one of UK’s leading integrated wealth management and professional services group.

Finance

Evelyn Partners

Evelyn Partners' headquarters in London, United Kingdom

This department oversees the strategic direction and governance of the organization.

Executive Leadership

The Investment Management team at Evelyn Partners is dedicated to developing and implementing tailored investment strategies to maximize client wealth. Comprised of diverse roles including portfolio managers, investment managers, and client relationship specialists, the team collaborates to analyze market trends, assess risks, and ensure alignment with clients' financial goals. They emphasize responsible investment practices and provide exceptional client service through ongoing portfolio oversight and strategic adjustments.

Investment Management

This department focuses on providing comprehensive financial planning services, helping clients manage their investments, savings, and financial strategies.

Financial Planning

This department fosters and manages strategic partnerships to enhance business growth and collaboration.

Partnership Management

The Finance and Accounting Team at Evelyn Partners is responsible for ensuring accurate financial reporting, effective audit management, and compliance with regulatory standards. This team conducts audits, supports financial planning and analysis, and manages accounts receivable, all while providing strategic insights to enhance the firm's wealth management services. Their collaborative efforts help clients optimize their financial health and achieve long-term goals.

Finance and Accounting Team

This department manages and supports the administration of client accounts and services.

Client Administration

This department focuses on providing comprehensive paraplanning support and financial planning solutions.

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People (5)

Jobs (0)

Other teams

Investment Management

Financial Planning

Partnership Management

Finance and Accounting Team

Client Administration

Paraplanning Services

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People (5)

Jobs (0)

Other teams

Investment Management

Financial Planning

Partnership Management

Finance and Accounting Team

Client Administration

Paraplanning Services

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