• Sector: Financial Services
  • Geography: United Kingdom
  • Stage: Growth
  • Investment Year: 2020
  • Website Link

Evelyn Partners

Evelyn Partners is the UK’s leading integrated wealth management and professional services group with over £53 billion of assets under management (AUM) and over £600 million of revenue in 2022. Offering personal wealth management, financial planning, investment management and specialist tax, accountancy and advisory services, Evelyn primarily serves high-net-worth private clients, businesses and charities.