Investment advice

You’ll work with an investment manager who will help you manage your investments. They’ll contact you whenever there is something you need to know about, for example if our view on a fund you hold changes or there are new opportunities to switch your investments. They will also be available to talk to you about recent events in the economy.

All the advice given will be tailored to you. Your investment manager will work with you to find out about your investment objectives, time horizon, attitude to risk and knowledge of investing. They will also ask you about your overall finances, tax situation and other requirements such as generating income or responsible investing. Using this information, they’ll recommend a portfolio to meet your needs.

As well as the skills of your investment manager, you’ll benefit from the wide body of investment knowledge at Evelyn Partners, including highly qualified and experienced research and asset allocation teams.

Your investment manager will provide you with an annual review to ensure your investment portfolio remains appropriate for changing markets and your circumstances. They’ll also be in touch if they think you need to make any changes to your investments and will keep you up to date with regular communications.