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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
Evelyn Partners is seeking an Investment Manager to build and develop trusted relationships with current and potential clients while providing personalised investment advice and portfolio management. The role involves leading professional client meetings, constructing portfolios aligned with client objectives, and executing annual business plans to achieve performance targets. This position requires collaboration with Financial Planning and Professional Services colleagues to deliver integrated client solutions and maintain regulatory compliance.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1881
Evelyn Partners is a UK-based wealth management and professional services firm offering personalised financial planning, investment management, and Total Wealth Management solutions to individuals, families, charities, entrepreneurs, and professional intermediaries. With over £68.6bn in assets under management and 188 years of experience, the firm operates across 21 offices in the UK, Ireland, and the Channel Islands. Evelyn Partners combines discretionary investment management with expert financial planning — including cashflow modelling, tax planning, retirement planning, and inheritance tax and estate planning — to deliver integrated, client-centred advice tailored to complex and evolving financial needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Evelyn Partners.
Evelyn Partners didn’t post a salary, so this is our estimate from similar listings.