David Evans announces the new strategic alliance between Evans and Partners and Merrill Lynch

Dear Clients,

I am pleased to advise you that Evans and Partners and Bank of America Merrill Lynch have entered into a strategic alliance that will significantly enhance Evans and Partners ability to service our clients.
In the three years our firm has been operating we have cultivated an outstanding independent investment research model that produces high conviction recommendations across all asset classes and delivers above average returns to clients. This strategic alliance now provides you access to a truly global offering.

Evans and Partners aspires to be the preeminent provider of Wealth Management and Institutional Advisory Services in Australia over the next five years. This announcement further enhances our ability to reach that goal. The tools that are now available to our investment professionals are far greater than any other investment house in Australia.

Under the terms of this alliance Merrill Lynch’s Australian financial advisors and private clients will be able to transition to Evans and Partners and take advantage of their wealth management capabilities in a compelling local offering for the high net worth investor community.
It is important to note that Evans and Partners has not compromised its independent Australian owned philosophy. Evans and Partners will remain owned by its partners and Merrill Lynch will not be an equity owner in the Evans and Partners business.

Under the terms of the strategic alliance Evans and Partners has the ability to now provide direct international equities advice and has access to Merrill Lynch’s global equities research product. We have secured through the Bank of New York Mellon their state of the art multi currency execution and reporting platform with the ability to consolidate and report into our existing portfolio management structures.

We remain committed to leading industry best practice in Wealth Management and hope that in the coming years our expanded capabilities will benefit you – your adviser will contact you to provide you with further information on our expanded services in the coming weeks.
Best wishes and thank you for your continued support of our business.
Kind regards

David Evans
Managing Partner