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Evelyn Partners competitors & alternatives
The 12 closest competitors and alternatives to Evelyn Partners among asset management companies — ranked by similarity to what Evelyn Partners actually does, not by market-cap band.
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About Evelyn Partners
Evelyn Partners provides personalized wealth management, financial planning, and investment management services for individuals, families, charities, and entrepreneurs. The company combines financial planning and investment strategies to help clients manage their assets, plan for retirement, and navigate life transitions.
Evelyn Partners at a glance
Evelyn Partners is an asset management company headquartered in United Kingdom. Xcout recorded 87 job postings from Evelyn Partners in the last 90 days, naming tools such as Confluence, Jira, ServiceNow.
Hiring at Evelyn Partners
Xcout recorded 87 job postings from Evelyn Partners in the last 90 days, from a hiring record Xcout has kept since June 2026.
Tools named in Evelyn Partners's job postings
The weekly hiring trend, the roles and locations behind it — see Evelyn Partners's hiring signals →
Recent Evelyn Partners news
Top 12 Evelyn Partners competitors
Ranked by semantic similarity — how close each company is to Evelyn Partners by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Eight Financial Advice provides professional financial planning, pensions, investments, tax, insurance, mortgage, and later life care planning services for individuals and business owners. The firm helps clients build, grow, and protect their wealth through bespoke financial advice and regular plan reviews.
Similar asset management company
Davy Group provides wealth management, financial planning, and capital markets services to private clients, businesses, and institutional investors. Its offerings include investment advisory, retirement planning, corporate finance, mergers and acquisitions, and debt advisory solutions.
Similar asset management company
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
Similar asset management company
Ballentine Partners is an independent wealth management and multi-family office firm that provides investment management, financial planning, and related advisory services. It serves high-net-worth individuals, families, and family offices.
Similar asset management company
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Similar asset management company
GAM Investments is a global financial services company that provides investment management, alternative investing, and wealth management services. It serves private clients, institutional investors, charities, foundations, and family offices.
Similar asset management company
Rathbones Group Plc specializes in providing personalized investment and wealth management services through its subsidiaries. These services are extended to a diverse clientele, including private individuals, charitable organizations, trusts, and professional associates, primarily within the United Kingdom and Jersey. The company's operations are divided into two main divisions: Investment Management and Funds. Its comprehensive offerings include the oversight of discretionary investment portfolios, administration of unit trusts, financial planning and advisory support, customized managed portfolios, and banking and lending solutions. Additionally, the firm offers expert guidance on trust, tax, and legal matters. Founded in 1742, the company was formerly known as Rathbone Brothers Plc before rebranding to Rathbones Group Plc in December 2021, and its main office is situated in London, United Kingdom.
Similar asset management company
Skybound Wealth Management provides international financial planning, wealth management, and advisory services to individuals worldwide. Their offerings include retirement planning, pension transfers, tax and trust planning, investments, insurance, and property finance.
Similar asset management company
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Similar asset management company
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
Similar asset management company
Mirabaud & Cie SA provides wealth management and asset management services to individuals, families, entrepreneurs, and institutional clients. Its offerings include discretionary portfolio management, financial advisory, wealth planning, and active investment strategies across global equities, fixed income, and private assets.
Similar asset management company
Brooks Macdonald Group plc, operating through its subsidiaries, delivers a comprehensive array of investment and wealth management solutions. These services are provided to private clients, pension funds, professional intermediaries, and trustees across the United Kingdom and the Channel Islands. The company's operations are divided into two main segments: UK Investment Management and International. Among its specific offerings are tailored financial planning advisory services for high-net-worth individuals, families, and businesses, in addition to multi-asset and specialized fund products catering to the retail sector. Brooks Macdonald Group plc, founded in 1991, maintains its headquarters in London, United Kingdom.
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