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Evelyn Partners Investment Management LLP
Edward Park · Asset Manager · Multi-Strategy
Evelyn Partners Investment Management LLP is a leading UK-based integrated wealth management and professional services group. Formed through the high-profile merger of Tilney and Smith & Williamson in September 2020, the firm rebranded to Evelyn Partners in 2022 to unify its diverse offerings. With a heritage dating back to 1836 through its predecessor Tilney, the institution specializes in providing personalized investment management, financial planning, and tax advice to individuals, families, and charities. As of late 2025, the group manages approximately £67 billion in assets. Its investment approach combines a rich history of professional expertise with a modern, integrated service model, focusing on navigating complex financial landscapes to help clients reach their long-term financial goals. The firm maintains a significant presence across the UK, Ireland, and the Channel Islands, employing over 3,000 professionals, including a large team of dedicated investment managers.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.8% |
| YTD return | +11.2% |
| Sharpe ratio | 4.01 |
| Win rate | 48% |
| AUM | $4.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.evelyn.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SHEL | Shell PLC ADR | 13.0% | +18.5% |
| MSFT | Microsoft Corporation | 9.1% | +2.5% |
| GOOGL | Alphabet Inc Class A | 8.6% | +27.9% |
| AMZN | Amazon.com Inc | 8.2% | +6.3% |
| RIO | Rio Tinto ADR | 7.0% | +15.9% |
| AZN | AstraZeneca PLC | 6.7% | -10.6% |
| NVDA | NVIDIA Corporation | 5.7% | +7.9% |
| UL | Unilever PLC ADR | 5.0% | -4.7% |
| TSM | Taiwan Semiconductor Manufacturing | 4.9% | +29.5% |
| AAPL | Apple Inc | 3.8% | +23.2% |
| BRK-A | Berkshire Hathaway Inc | 3.7% | +5.1% |
| V | Visa Inc. Class A | 3.4% | +6.8% |
| BAESY | BAE Systems PLC | 2.8% | +0.0% |
| JPM | JPMorgan Chase & Co | 2.7% | +1.2% |
| TSCDY | Tesco PLC | 2.7% | 0.0% |
| NGG | National Grid PLC ADR | 2.7% | -4.0% |
| GSK | GlaxoSmithKline PLC ADR | 2.6% | -1.0% |
| DEO | Diageo PLC ADR | 2.5% | -6.5% |
| LGGNY | Legal & General Group Plc | 2.5% | 0.0% |
| CB | Chubb Ltd | 2.4% | +1.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | RIO | 7.2% → 7.0% |
| Sep 14, 2026 | BUY | BRK-A | 3.6% → 3.7% |
| Sep 14, 2026 | SELL | LGGNY | 2.5% → 2.5% |
| Sep 14, 2026 | BUY | JPM | 2.7% → 2.7% |
| Sep 14, 2026 | BUY | NVDA | 5.6% → 5.7% |
Investment Style Analysis
Evelyn Partners Investment Management LLP is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $4.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Evelyn Partners Investment Management LLP made a significant move by increasing exposure to RIO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Evelyn Partners follows a disciplined and collegiate investment philosophy centered on preserving and growing the real value of client capital over a long-term horizon. The institution prioritizes proprietary research and a robust asset allocation framework, constructed from a diversified mix of cash, bonds, equities, and alternative assets. Their strategy is underpinned by a 'loss-averse' rather than merely risk-averse mindset, aiming to achieve steady, inflation-adjusted returns while dampening volatility through careful asset selection. By focusing on fundamental value and remaining patient through short-term market fluctuations, the firm seeks to deliver consistent outcomes tailored to the specific risk appetites and financial objectives of its clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Evelyn Partners Investment Management LLP.
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Frequently asked questions
How is the simulated portfolio for Evelyn Partners Investment Management LLP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Evelyn Partners Investment Management LLP's largest holding?
As of the latest filing, Evelyn Partners Investment Management LLP's top position is Shell PLC ADR (SHEL), representing 13.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Evelyn Partners Investment Management LLP's historical performance and risk profile?
Our simulation indicates a total return of +17.8% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 4.01, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Evelyn Partners Investment Management LLP primarily invest in?
Evelyn Partners Investment Management LLP has a strong preference for the Oil & Gas Integrated sector, which makes up 13.0% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Evelyn Partners Investment Management LLP's portfolio concentrated or diversified?
Evelyn Partners Investment Management LLP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Evelyn Partners Investment Management LLP performed in 2026?
Our AI-simulated model portfolio for Evelyn Partners Investment Management LLP tracks a Year-to-Date (YTD) return of +11.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Edward Park manage Evelyn Partners Investment Management LLP directly?
Yes, Edward Park serves as the key portfolio manager for Evelyn Partners Investment Management LLP, overseeing the investment strategy and final capital allocation decisions.