We have some exciting news on the latest upgrade to ATEB Suitability on 19th January 2024. This update comes at no additional cost and provides a new addition to our content integration library.
We have partnered with Evelyn Partners to provide our customer firms with access to the following:
- A description of their service
- A description for each of their portfolio ranges:
- Evelyn Core MPS
- Evelyn Active MPS
- Risk profile definitions and descriptions
This functionality can be enabled by a Company Administrator via the Content Integrations screen.
Evelyn Partners is one of the UK’s leading wealth management and professional services groups with over 180 years of heritage, created by the merger of Tilney and Smith & Williamson in September 2020. They are a discretionary fund manager, dedicated to portfolio management, ensuring diversification and risk management, with over £55.6 billion in assets.
Their ethos is that clients’ personal wealth is their personal responsibility, and they seek to build long-term relationships with clients’ and their advisers that can span multiple generations. Their goal is to preserve and grow the value of their clients’ wealth in a world that is constantly changing and to help them access or pass on their wealth tax-efficiently. They aim to achieve this though offering Bespoke portfolios, Core MPS, Active MPS and Sustainable MPS solutions. The cornerstone of their approach is to gain a deep understanding of a clients’ circumstances, needs and aspirations and then deliver a highly personal and professional service to help them achieve their goals.
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.