2023 Silver Partner
Originally founded in 1836, Evelyn Partners has built its rich heritage to become the UK’s leading integrated investment, wealth planning and professional services firm. Operating from offices across Ireland, the UK and the Channel Islands, Evelyn Partners is regulated in the UK, US and the EU and so one of the few firms who are able to look after clients across all six continents.
While we are known for the sheer breadth of our (often turn-key) services, our real distinguishing feature is our ability to work in concert with existing advisors. It is common for our more complex clients to have an armada of, sometimes competing, legal, tax and investment advisors across multiple jurisdictions and our role is often to coordinate.
Clients are supported by dedicated teams with the experience and specialist qualifications to look after their bespoke needs. Be that family offices or lottery winners, sports professionals or fintech entrepreneurs, landed estates or multi-generational family businesses. Most of our clients span multiple generations, with our longest-standing having appointed us more than 100 years ago.