EVELYN PARTNERS ASSET MANAGEMENT LIMITED

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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 1,103 12.90%
of those in investment advisory functions 154 20.31%
Registration SEC, Approved, 3/29/2012
AUM* 1,139,348,630 7.83%
of that, discretionary 1,137,766,487 7.95%
Private Fund GAV* 105,725,122 -13.40%
Avg Account Size 2,344,339 -13.47%
SMA’s Yes
Private Funds 1
Contact Info 004 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 1B 1B 746M 373M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$105,725,122

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Brochure Summary

Overview

Evelyn Partners Asset Management Limited (“We”, “Us”, “Evelyn Partners” or the “Firm”) is a United Kingdom (“UK”) based wealth Management Company which is a wholly owned subsidiary of Evelyn Partners Group Limited. The ultimate parent companies are Platinum LP. Guernsey Limited and Whitman Limited Partner LP (Cayman Islands). Evelyn Partners provides discretionary investment management services across a broad range of client account types, including (where eligible) individual investment portfolios, individual retirement accounts,
personal pensions, trust and charity accounts and insurance company accounts. The Personalised Investment Management Service allows for the purchase and sale of specific securities and can, in some circumstances, allow for you to impose certain restrictions; meaning we will not purchase any securities which, for any reason, you may not be comfortable holding. As at 31 December 2023 the Firm has US$ 1,1 billion of assets under management, all of which are managed on a discretionary basis, for U.S. connected clients.