Evans and Partners is committed to providing clients with a wide range of services across many facets of their financial needs and affairs. These services are always delivered in a manner that reflects our clearly articulated investment philosophy.
We invite you to explore these services and the way in which we focus on fee-efficient and tax-efficient outcomes for our clients.
At Evans and Partners, we believe in highly personalised advice which identifies quality opportunities and investment solutions tailored to you. Supported by our market-leading Research team, our advisers have the expertise and experience to deliver an outcome that meets your requirements on an advisory or discretionary basis.
Evans and Partners Managed Accounts offer a comprehensive investment administration platform that delivers consolidated portfolio reporting and allows investors to tailor an individual portfolio from a menu of model portfolios managed by Evans and Partners.
Evans and Partners works with your family to develop, implement and manage the vision, principles and oversight of your family’s wealth and financial capabilities, in order to achieve your objectives, for current and future generations.
Our International Fund is a high conviction portfolio of value-creating businesses at reasonable prices. Click on the link below to learn about the fund, our fund managers, and how to invest.
Evans and Partners has a proven team of Designated Trading Representatives for the specific execution of Australian equity trades within the wealth and asset management businesses.
