Evelyn Partners Investment Management LLP
Limited Liability Partnership · London
ActiveUnited KingdomIncorporated 2011Limited Liability Partnership
Financial position
Accounts to 2025-12-31 · GBP · Company accounts
Net assets
£78,647,000
Cash
£46,169,000
Turnover
£141,632,000
Profit / loss
£23,418,000
Current assets
£99,849,000
Creditors < 1 year
£19,269,000
Equity
£78,647,000
Average employees
Not available
Balance-sheet trend
GBP · companyFinancial statements
Selected figures from the best-ranked available filing for each period. Missing values remain unknown.
Some figures were read by AI from scanned accounts, so small errors are possible. View the filed accounts
| Reported figures | 2025-12-3112 months · Company · AI-read | 2024-12-31Company · AI-read |
|---|---|---|
| Balance sheet | ||
| Net assets | £78,647,000 | £71,972,000 |
| Equity | £78,647,000 | £71,972,000 |
| Assets | ||
| Fixed assets | £1,358,000 | £1,747,000 |
| Intangible assets | £1,358,000 | £1,742,000 |
| Current assets | £99,849,000 | £92,642,000 |
| Cash at bank | £46,169,000 | £25,028,000 |
| Debtors | £53,680,000 | £67,614,000 |
| Liabilities | ||
| Creditors within one year | £19,269,000 | £21,050,000 |
| Provisions | £3,291,000 | £1,367,000 |
| Net current assets | £80,580,000 | £71,592,000 |
| Assets less current liabilities | £81,938,000 | £73,339,000 |
| Profit & loss | ||
| Turnover | £141,632,000 | £140,108,000 |
| Administrative expenses | £88,143,000 | £90,524,000 |
| Operating profit | £53,489,000 | £49,584,000 |
| Interest receivable | £727,000 | £779,000 |
| Profit before tax | £54,216,000 | £50,363,000 |
| Profit / loss | £23,418,000 | £17,922,000 |
| Operating costs | ||
| Amortisation | £384,000 | £384,000 |
| Audit fees | £87,000 | £84,000 |
| Source evidence | View filing | View filing |
From the accounts
What the accounts for 2025-12-31 say about themselves, read by AI from the scanned filing.
- Principal activity
- The LLP's principal activity is the provision of investment management services. The core service is discretionary private client investment management.
- What it does
- investment management services · discretionary private client investment management · advisory investment management · execution only (AI keywords)
- The year
- Revenue for the year increased by 1.1% to £141,632,000 (2024 - £140,108,000), primarily driven by the increase in assets under management (AUM). AUM and advice at the end of the year was £27.8 billion (2024 - £25.2 billion) which was 10.3% higher than at the start of the year, whilst average AUM at the end of the year was £26.1 billion (2024 - £25.1 billion) which was 4.0% higher than at the start of the year. Profit for the financial year increased by 30.7% to £23,418,000 (2024 - £17,922,000), primarily driven by a decrease in members remuneration and a decrease in the Group central cost pool recharged to trading companies within the Group, driven by the Group's sale of Professional Services and Fund Solution businesses.
- Outlook
- The members have reviewed the business and consider the performance of the LLP to be in line with expectations for the year. The members consider that the LLP's position at the end of the period is consistent with the size and complexity of the business and intend for the LLP to continue with its principal activity. The members are cautiously optimistic that the current levels of performance will be maintained in the medium-term.
- Auditor
- Forvis Mazars LLP · senior statutory auditor Kamilla Racinska
- Audit opinion
- Clean (unmodified)
- Immediate parent
- Evelyn Partners I M Limited · United Kingdom
- Ultimate parent
- Platinum L.P. Guernsey Limited · Guernsey
- Ultimate controlling party
- Platinum L.P. Guernsey Limited
- Accounts
- FRS 101
- Approved
- 2026-04-20, signed by A Gersh, P Geddes
Turnover by segment (6)
- Discretionary investment management: 127,474 (000s) (2025-12-31)
- Advisory investment management: 11,860 (000s) (2025-12-31)
- Execution only: 2,298 (000s) (2025-12-31)
- Discretionary investment management: 125,348 (000s) (2024-12-31)
- Advisory investment management: 12,546 (000s) (2024-12-31)
- Execution only: 2,214 (000s) (2024-12-31)
Principal risks (5)
- Market risk
- Credit risk
- Liquidity risk
- Regulatory risk
- Competition and reputational risk
Events after the year end (1)
- On 9 February 2026, it was announced that NatWest Group Plc had reached an agreement to acquire the LLP's parent undertaking of the largest group for which consolidated financial statements are prepared, Symmetry Topco Guernsey Limited. The transaction is subject to regulatory approval and is expected to complete in the summer of 2026.
Contingent liabilities (1)
- The LLP may from time to time be involved in legal actions that are incidental to its operations. Currently the LLP is not involved in any legal actions that would materially affect the financial position or performance of the LLP.
Secured borrowing
Registered charges, lenders and security interests.
Charges and related records
0 outstanding chargesNo charges available in our records.