Evelyn Partners Asset Management Limited (EPAM) is a UK-based wealth management company providing discretionary investment management services. EPAM manages investment portfolios, retirement accounts, personal pensions, trust and charity accounts, and insurance company accounts. Clients can impose certain restrictions on the types of securities purchased. The firm's investment process is based on asset allocation and considers economic trends, asset class correlations, and potential returns.
Assets Under Management$1.2B
Clients457
AdvisorsN/A
Avg. per Client$2.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$310K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $313K | 1.25% |
| $313K - $625K | 1.10% |
| $625K - $3.1M | 0.90% |
| $3.1M+ | 0.55% |
Fees are based on GBP values converted to USD.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.