Insights

Expansion in financial planning team Evelyn Partners recently hired Rachel Bleakley, Ben Sims, Joe Sheehan, Kate Lilleyman, and Emma Rivers in various key positions, indicating a strategic focus on strengthening their financial planning team. This presents a potential sales opportunity for financial products and services to a growing client base.

Expertise in wealth and tax services As the UK's leading integrated wealth management and professional services group, Evelyn Partners offers a comprehensive range of services to cater to the wealth and tax needs of clients. Leveraging their expertise in these areas, sales professionals can target high-net-worth individuals and businesses seeking bespoke wealth management solutions.

Tech-savvy approach Evelyn Partners utilizes a sophisticated tech stack including Bloomberg, Jenkins, and Google Font API, demonstrating a tech-savvy approach to service delivery. Sales development representatives can leverage this technological edge to pitch innovative solutions to tech-savvy clients and differentiate themselves in the market.

Focused on growth and new business The recent appointments of Ben Sims and Joe Sheehan as new business development managers highlight Evelyn Partners' commitment to driving growth in their IFA business. This signals an opportunity for sales professionals to engage with the company for partnership or collaboration opportunities to support their expansion strategy.

Specialized expertise in dispute resolution With the appointment of Kate Lilleyman as an international disputes partner, Evelyn Partners showcases specialized expertise in dispute resolution within the financial services sector. Sales professionals can explore offering dispute resolution services to clients in need of expert advice and support in handling complex financial disputes.

Evelyn Partners Tech Stack

Evelyn Partners uses 8 technology products and services including Bloomberg, Jenkins, Google Font API, and more. Explore Evelyn Partners's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Jenkins
    Continuous Integration
  • Google Font API
    Font Scripts
  • Nagios
    IT Infrastructure & Operations Management
  • ServiceNow
    Miscellaneous
  • Quant
    Retail Operations Software
  • JUnit
    Testing And Qa
  • Concur
    Travel And Expense Management

Media & News

Evelyn Partners's Email Address Formats

Evelyn Partners uses at least 1 format(s):
Evelyn Partners Email FormatsExamplePercentage
First.Last@evelyn.comJohn.Doe@evelyn.com
92%
First@evelyn.comJohn@evelyn.com
5%
First.Middle@evelyn.comJohn.Michael@evelyn.com
2%
Last.First@evelyn.comDoe.John@evelyn.com
1%

Frequently Asked Questions

Where is Evelyn Partners's headquarters located?

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Evelyn Partners's main headquarters is located at 45 Gresham Street London, EC2V 7BG GB. The company has employees across 6 continents, including EuropeNorth AmericaAsia.

What is Evelyn Partners's official website and social media links?

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Evelyn Partners's official website is evelyn.com and has social profiles on LinkedIn.

How much revenue does Evelyn Partners generate?

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As of August 2024, Evelyn Partners's annual revenue reached $5B.

What is Evelyn Partners's SIC code NAICS code?

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Evelyn Partners's SIC code is 6531 - Real Estate Agents and Managers NAICS code is 52 - Finance and Insurance.

How many employees does Evelyn Partners have currently?

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As of August 2024, Evelyn Partners has approximately 3.3K employees across 6 continents, including EuropeNorth AmericaAsia. Key team members include Chief Marketing And Commercial Officer: A. M.Chief Risk Officer Cro Smf - Evelyn Partners Fund Solutions: R. P.Chief Digital Officer: R. T.. Explore Evelyn Partners's employee directory with LeadIQ.

What industry does Evelyn Partners belong to?

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Evelyn Partners operates in the Financial Services industry.

What technology does Evelyn Partners use?

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Evelyn Partners's tech stack includes BloombergJenkinsGoogle Font APINagiosServiceNowQuantJUnitConcur.

What is Evelyn Partners's email format?

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Evelyn Partners's email format typically follows the pattern of . Find more Evelyn Partners email formats with LeadIQ.
Evelyn Partners

Evelyn Partners

Financial ServicesLondon, United Kingdom1001-5000 Employees

Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years.

Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company.

We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. 

By understanding you and partnering with you, our advice can help you achieve what matters to you most.

Section iconCompany Overview

Headquarters
45 Gresham Street London, EC2V 7BG GB
Website
evelyn.com
SIC Code
6531 - Real Estate Agents and Managers
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $1B

    Evelyn Partners's revenue is in the range of $1B

Section iconFunding & Financials

  • $1B

    Evelyn Partners's revenue is in the range of $1B

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