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Building 2EVELYN PARTNERS ASSET MANAGEMENT LIMITED

Map pinLONDON
Phone442071314000
NotebookSEC #801-73364
Total AUM
$1.1B
Employees
126
Clients
466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 GRESHAM STREET
LONDON
EC2V 7BG
United Kingdom
Operating Hours
08:30 - 17:30 GMT
Monday - Friday
Phone
442071314000
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
466
Discretionary
$1.1B
Accounts
466
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
291
AUM
$117.9M
HNW Individual Clients
169
AUM
$575.8M
Pooled Vehicle Clients
1
AUM
$249.4M
Corporation or Business Clients
5
AUM
$116.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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