Evelyn Partners

Evelyn Partners

Evelyn Partners was founded in 2009 through the merger of Towry and Bestinvest, two UK wealth advisory firms. Chris Woodhouse serves as CEO; the firm operates as a multi-family office that also functions as an asset manager and financial adviser to a broad client base of high-net-worth individuals and families. Its wealth originates from the founders' underlying advisory and investment management businesses, not from a single source. The firm's strategy spans a diversified asset class mix: public equities (UK and global), fixed income, private equity, real estate, and infrastructure. It primarily invests through funds and managed portfolios rather than direct deals, with a moderate allocation to alternative assets. Geographic focus is predominantly the UK, with some exposure to developed Europe and North America. Named portfolio companies or co-investors are not disclosed publicly. Evelyn Partners manages a significant but undisclosed AUM, estimated in the range of £5-10 billion as of 2024 (per public records). The team includes over 1,000 employees across its advisory and investment arms. The firm has not publicly reported a deployment number or recent major transactions. It maintains a separate but related philanthropic advisory service for clients. A structural differentiator is Evelyn Partners' hybrid model: it combines a regulated wealth manager with a multi-family office, offering tax, estate, and financial planning alongside asset management. This contrasts with pure single-family offices that manage only one family's capital. The firm operates under FCA regulation, adding a layer of compliance distinct from many private family offices.