Due Diligence

At Evelyn Partners we understand the importance that in depth due diligence has in your decision to partner with a discretionary investment manager. That’s why we have put together a comprehensive Due Diligence pack which you can request by providing your details below.

In addition, we also work with the following third-party data providers to ensure you have access to our company and investment proposition information.

• AKG Financial Strength
• Asset Risk Consultants (ARC)
• DD Hub
• Defaqto Engage
• FE fundinfo MPS Directory
• Langcat MPS Analyser
• Select a Pension
• Suggestus
• Synaptic Manager
• threesixty services