Evelyn Partners is a leading provider of charity investment management and advice. Our goal is to help your organisation to embrace what’s next.

Driven by our purpose of placing the power of good advice into more hands, we go further to understand what matters most to charities so that we can help to guide them towards their future goals. For your charity, that might mean a reliable income, lowering your risk or incorporating a strong responsible investment policy. Whatever it means to you, we endeavour to be your Trusted Advisor.

While our experience working with charities goes back to our 19th century roots, today, Evelyn Partners manages over £3.3 bn in assets under management on behalf of 1,260 UK charities. We create bespoke charity investment portfolios that manage your individual income and growth objectives and align with your charity’s specific responsible investment requirements. Our charity investment specialists are located around the country. We also operate 8 primary ‘hubs’ for charities: Belfast, Bristol, Birmingham, Edinburgh, Glasgow, Leeds, Liverpool and London where we hold in person conferences and seminars. That means that wherever you want to work with us, you know you get the same professional service.

We understand that charities, their senior managers and their trustees, are working with limited resources or in a voluntary capacity. Whenever we can, we connect you with information on regulatory changes, investment market updates and the information you need to continue to run your organisation effectively. We believe that charities are society’s changemakers and Evelyn Partners is here to help you.

For more information on how Evelyn Partners can your charity to achieve its financial goals please go to our website www.evelyn.com/charities or contact us at charity@evelyn.com.