Investing th the best

Investment Partners

Investments are an integral part of any financial plan. Whatever your stage of life or level of assets, your adviser will recommend one that aligns your attitude to risk, your personal investment objectives and the period of time you wish to invest for.

The Marlborough Group has been running funds for over 30 years and the expertise and experience of their team have established them as a leader in the world of active fund management. Over this period, Marlborough has grown to become one of the leading privately-owned fund managers in the world with over £11.5 billion in assets under management and more than 200,000 private, corporate and institutional clients. Consistent growth has been built on a reputation for investment excellence and our commitment to working in partnership with advisers to help them build their businesses and better serve their clients.

Over the last ten years the Marlborough Group fund managers have received industry awards and accolades for many of their funds, frequently and consistently placing them as world class investment solutions. Their industry leading funds make up a core holding of the Marlborough Group risk targeted portfolios. The funds are actively managed by a highly experienced and respected team who use their expertise to decide asset allocation, construct portfolios and then monitor and rebalance them according to the funds’ risk target mandate.

Marlborough’s Irish-domiciled fund of funds range provides you with comprehensive risk-graded investment solutions in a UCITS structure. They are expertly managed ‘all-in-one’ portfolios constructed using a blend of active and passive funds. We use actively managed funds in areas where we believe they can add real value and select managers with exceptional track records, including those running Marlborough’s award-winning single-strategy funds managed by Marlborough Investment Management’s highly experienced fund of funds team, the Irish-domiciled fund of funds range has been launched in response to investor demand and follows the success of Marlborough International’s Guernsey-domiciled fund of funds range.Marlborough takes a long-term approach to managing investments. They invest in ‘real’ assets, such as equities and bonds, and investors reap the benefits of the long tenure of their highly experienced managers and their investment teams.

When you choose Marlborough’s expert team to manage your investments, you will enjoy all the benefits of their 30-year investment pedigree, award-winning investment expertise, and uncompromising commitment to achieving the best possible risk-adjusted returns for clients.

Vanguard is one of the world’s most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Shareholders in Vanguard funds benefit from our client focus, experience, stability, and long-term, disciplined investment approach.

Formed in 1975, Vanguard is one of the world’s largest investment houses with total assets under management of $5.5 Trillion as at April 2022, with over 18,000 employees servicing over 30 million investors.

Established more than 180 years ago, Evelyn Partners is a company with a long and proud history of managing money on behalf of individuals, families and charities. Today it is one of the UK’s leading investment and financial planning firms with more than £20 billion in client assets. Evelyn Partners is positioned exceptionally well to serve the increasing numbers of people who are choosing to delegate the day-to-day responsibility for their investments to professional investment managers. It provides an award-winning service that is run by a large, UK-wide team of investment professionals who are amongst the most highly qualified and experienced in the country.

Best Overall Large Firm, Citywire Wealth Manager Investment Performance Awards 2019

Evelyn Partners was named Best Overall Large Firm at the Citywire Wealth Manager Investment Performance Awards 2019. The awards, which are held in conjunction with Asset Risk Consultants, are based on quantitative analysis of performance data. The award recognises the strength of the risk-adjusted returns they have delivered for their investors.