Evelyn Partners
Evelyn Partners is a consulting firm based in London, United Kingdom, with a history dating back to 1835. The firm specializes in wealth management and professional services, offering a comprehensive range of solutions that include financial planning, investment management, personal tax, business development, corporate finance, and asset valuation. Additionally, it provides expertise in areas such as pensions, retirement planning, mergers and acquisitions, and risk advisory. Evelyn Partners serves a diverse array of industries, including fintech, real estate, renewable energy, media, logistics, and artificial intelligence, among others. By integrating wealth and tax needs for both personal and business clients, the firm aims to deliver tailored strategies that address the complex financial landscapes of its clientele.
Top Stages
3 past transactions
Arena Wealth Partners
Acquisition in 2022
Arena Wealth is a multi-disciplinary advisory firm, offering financial and wealth management services primarily to golfers, and tennis player.
HFS Milbourne Financial Services
Acquisition in 2021
HFS Milbourne Financial Services is a financial advisory firm that provides a comprehensive range of services tailored to meet the financial needs of private individuals, small and medium-sized enterprises, trusts, charities, and pension funds. The company specializes in personal finance and offers corporate advisory services that include cash flow forecasting, auto-enrolment, and employee benefits. By focusing on holistic planning and investment advice, HFS Milbourne aims to assist clients in achieving their financial objectives effectively.
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