Evelyn Partners is a

wealth management Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-hi ...

company based in the United Kingdom offering financial planning and investment management services. It is formerly known as Tilney Smith & Williamson, which was the result of a 2020 merger between Tilney and

Smith & Williamson Smith & Williamson was a United Kingdom financial and professional services firm. It was acquired by wealth manager, Tilney, in 2019 and the enlarged firm was rebranded as Evelyn Partners in 2022. History Smith & Williamson was founded by Dav ...

. The group also operates the online investment service Bestinvest. With £63.0 billion in

assets under management In finance, assets under management (AUM), sometimes called fund under management, refers to the total market value of all financial assets that a financial institution—such as a mutual fund, venture capital firm, or depository institutio ...

, it is a UK leader in wealth management.

History

Tilney was founded in 1836 in Liverpool as a company for dealing in stocks and shares. It remained an independent business for 150 years, until it was acquired by Charterhouse Group (then owned by the Royal Bank of Scotland). In 2005, it was bought out by management in a deal backed by private equity investor Bridgepoint Capital, and in 2007 it was bought by Deutsche Bank. In 2014 it was merged with Bestinvest with the backing of investment group

Permira Permira Holdings Limited is a British global investment firm specialised in buyouts, growth funds, equity funds, and credit funds. Founded in 1985 as part of Schroders, it became independent in 1996. Operating as Permira since 2001, the company ...

. Smith & Williamson was founded in 1881 in Glasgow, by David Johnstone Smith and Andrew Williamson. Over the years, the firm grew through a series of mergers and acquisitions, including the acquisitions of Belfast-based investment management firm Cunningham Coates in 2001 and accountancy firm Solomon Hare in 2005. In 2020 Tilney merged with Smith & Williamson to create the Tilney Smith & Williamson group in a transaction backed by existing investor Permira and private equity firm

Warburg Pincus Warburg Pincus LLC is a global private equity firm, headquartered in New York City, with offices in the United States, Europe, Brazil, China, Southeast Asia and India. Warburg has been a private equity investor since 1966. As of April 2024 the f ...

. In 2022, the company rebranded to Evelyn Partners, retaining Bestinvest as a separate brand ("Bestinvest by Evelyn Partners"). On 1 November 2024, as part of the rapid expansion of their professional services arm, Evelyn Partners acquired London-based restructuring specialist, Resolve Advisory, which included the transfer of 60 members of staff and partners. In 2025, Evelyn Partners sold its Professional Services business to Apax Partners LLP. The business was rebranded as S&W, reflecting the legacy of

. From May 2025, Evelyn Partners will provide investment management and financial planning advice to

Saracens file:Erhard Reuwich Sarazenen 1486.png, upright 1.5, Late 15th-century History of Germany, German woodcut depicting Saracens ''Saracen'' ( ) was a term used both in Greek language, Greek and Latin writings between the 5th and 15th centuries to ...

. The new multi-year partnership deal will enable both male and female professional players to access wealth management and tailored financial coaching that extends from the period during their rugby careers to retirement and beyond.

Operations

The company provides wealth management, financial planning and investment management services to individuals, entrepreneurs, charities and intermediaries. It operates offices in 25 cities in the UK, as well as in the Republic of Ireland, and the Channel Islands. Its headquarters is in Gresham Street, in the City of London.

References

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External links

Company website
Financial services companies based in London Permira companies Warburg Pincus companies