 | |
| Company type | Limited Company |
|---|---|
| Industry | Financial services, Wealth Management, Professional Services |
| Founded | 1836 |
| Headquarters | London , United Kingdom |
Area served | |
Key people | |
| AUM |  £61.8 billion (2024)[1] |
| Owners | Permira, Warburg Pincus |
Number of employees | 3,900 (2023) |
| Website | evelyn.com |
Evelyn Partners is a financial services and professional services company based in the United Kingdom. It is formerly known as Tilney Smith & Williamson,[2][3] which was the result of a 2020 merger[4] between Tilney and Smith & Williamson. The group also operates the online investment service Bestinvest.[5]
With £61 billion in assets under management,[6] it is one of the UK's largest wealth managers.[7] It is also the fifth-largest UK accountancy firm by fee income.[8]
- ^ "Evelyn Partners trading update for the three months ended 31 March 2024 (£ billions)". www.evelyn.com. 14 May 2024.
- ^ Hinchliffe, Ruby (2022-03-01). "Tilney Smith & Williamson to rebrand as Evelyn Partners". FT Adviser.
- ^ "Tilney Smith & Williamson announces record financial results and excellent progress with the integration in the first full year since completion of its merger". permira.com. 2022-03-01.
- ^ Baker, Hannah (2020-09-01). "Smith & Williamson and Tilney complete merger to become UK's third-largest wealth management firm". Business Live.
- ^ Andrieux, Jean-Baptiste (2022-03-01). "Tilney Smith & Williamson to rebrand as Evelyn Partners". Money Marketing.
- ^ Gulliver-Needham, Elliot (2022-11-07). "Evelyn Partners sees strong Q3 inflows despite decreasing AUM". Investment Week. Retrieved 2022-12-08.
- ^ McGachey, Kristen (2022-08-01). "Evelyn Partners overtakes rival Brewin Dolphin despite £6bn AUM..." Portfolio Adviser. Retrieved 2022-12-08.
- ^ "Top 50+50 Accountancy Firms 2022". Accountancy Age. Retrieved 2022-12-08.