Meet the people behind your future. As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next. It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.
| Website | https://www.evelyn.com/ |
| Revenue | $1.4 billion |
| Employees | 2,127 (2,087 on RocketReach) |
| Industry | Financial Services |
| Keywords | High Net Worth Individuals, Wealth Management, Investment Solutions, Financial Planning, Investment Management, Bespoke Financial Planning, Private Wealth, Financial Advice, Investment Consulting, Portfolio Management, Estate Planning, Tax Planning, Retirement Planning, Business Financial Planning, Family Office Services, Philanthropic Planning, Financial Services |
| Competitors | Charles Stanley & Co. Limited, Fidelity International, J.P. Morgan, Schroders, Gilson Gray Financial Management, Coutts, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), Rathbones Group Plc, Cazenove Capital, Wealthify +34 more (view full list) |
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The Evelyn Partners annual revenue was $1.4 billion in 2026.
Bahador Mahvelati is the COO of Evelyn Partners.
2,087 people are employed at Evelyn Partners.