Evelyn Partners
Overview
Evelyn Partners is a prominent wealth management firm in the United Kingdom, providing a wide range of financial planning and investment management services. Established in 1836 as Tilney, the firm has evolved through significant mergers, notably with Smith & Williamson in 2020, and rebranded as Evelyn Partners in 2022. With assets under management exceeding £67 billion as of September 2025, Evelyn Partners stands as one of the UK's largest wealth managers. The firm offers a comprehensive suite of services, including discretionary investment management, financial planning, and professional advisory services. It caters to a diverse clientele, including private clients, business owners, charities, family trusts, and financial intermediaries. Evelyn Partners operates across 25 locations in the UK, Ireland, and the Channel Islands, with its headquarters situated at 45 Gresham Street, London. Evelyn Partners is backed by prominent private equity firms Permira and Warburg Pincus, reflecting its strong financial foundation. The firm is also known for its online investment platform, Bestinvest, which provides self-directed investors with access to a range of investment options and financial coaching services. This platform complements the firm's traditional wealth management services, offering clients a holistic approach to managing their financial portfolios.
Investment Focus
- Open to first-time funds
- Institutional type: Multi Family Office
Portfolio Companies
Reach Evelyn Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Evelyn Partners
What sectors does Evelyn Partners invest in?
Evelyn Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in United Kingdom. Evelyn Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does Evelyn Partners invest at?
Evelyn Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 250K - 1B.
Which regions does Evelyn Partners invest in?
Evelyn Partners invests across United Kingdom, Channel Islands and Republic of Ireland.
What companies has Evelyn Partners invested in?
Evelyn Partners's portfolio includes Bestinvest, Resolve Advisory and S&W Group.
Last updated · Source: ConnectSafely investor database
