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Our Services

Managed Accounts

Evans and Partners Managed Accounts offer a comprehensive investment administration platform that delivers consolidated portfolio reporting. This allows investors to tailor an individual portfolio from a menu of model portfolios managed by Evans and Partners.

The benefits of Evans and Partners Managed Accounts are:

  • the investor retains beneficial ownership of the underlying investments
  • full transparency of underlying investments
  • ease of administration
  • effective tax management of investments
  • customisation of individual portfolios
  • full audited portfolio reporting, including tax
  • online up-to-date access to investments.

Important Documents