Evelyn Partners (formerly Smith & Williamson and Tilney) has been helping charities shape their financial futures for over 100 years. We build long-term partnerships, ensuring that we understand not only your investment objectives, but how they interact with the philanthropic aims of your charity.
Our approach
Our approach means you do not have to compromise on what you need, as all our charity portfolios and service are tailored to your organisation’s particular requirements. Our offering is underpinned by a robust and repeatable investment process, providing a solid framework for managing discretionary portfolios.
Investing responsibly
Investment management should support charitable goals, rather than conflict with them. Our approach allows us to tailor the portfolio to your specific needs.
We hold over 500 meetings with companies and funds each year, engaging in proactive stewardship discussions.
How we can help
We can help our clients with a wide range of issues in addition to investment management including:
- Investment management
- Income versus total return choices
- Ethical, ESG and responsible investment
- Specialist tax areas
- Corporate finance and M&A assistance
- Staying up to date on best practice and new legislation
- The risk register, reserves and investment policies
