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Evelyn Partners
  • Min. account size

  • Company type

    Investment Manager
  • Ownership

  • Size of wealth manager

    UK Wide
  • Size

    UK Wide
  • Founded


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Evelyn Partners Factfile

Like most families, we’re proud of our roots. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive. Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun. A story of change – but also of constancy. We’re still here, with £56billion of assets under management (as at June 2022) and offices in 25 towns and cities across Britain, Ireland and the Channel Islands, we continue to do what we do best: placing the power of good advice into more hands.

We believe that more people and businesses should have access to good advice, regardless of their size or wealth. We are committed to raising the standards of good advice and to extending its reach. All our advice is delivered by people who care, who go further to understand your needs so they can help you make those big decisions with ease and confidence. Our investment managers and financial planners have the expertise you can lean on to help you grow your wealth and achieve your financial goals. We will work with you to understand your objectives and what matters to you before designing an investment solution that is suitable for you.

As the UK’s leading integrated wealth management and professional services group, we are able to look after the combined wealth and tax needs of our clients and, as well as investment management and financial planning, we provide specialist accountancy, assurance, tax and advisory services. Our clients range from online investors to those requiring bespoke wealth management, and from charities and trusts to entrepreneurs and corporate businesses.

Investment Management

Financial Planning

Other Services