Evans & Partners (EAP) provides a personal, bespoke, investment management service to private investors (including their trusts, super funds and private institutions).
EAP is part of the Evans Dixon Group, formed via the merger of Dixon Advisory and Evans and Partners in 2017, and listed on the ASX in 2019.
The Group employs 600 staff servicing over 8,000 clients, with fund-under-management or -advice totalling more than $22 billion, with offices in Melbourne, Sydney, Canberra, Brisbane and New York.
Both EAP and Dixon Advisory were family-founded businesses, and remain majority staff-owned today.
The core of our organisation is our people and our approach to relationships. We establish long-term alliances and strive for open and transparent communication to solve problems and create value.
Evans & Partners share their expertise with EO Melbourne Members via group or individual presentations and discussions.
Like EO, EAP is guided by the principles of; trust, respect, a keen interest in (mutual) learning, being bold enough to challenge the herd (lemmings rarely make good investors!) and being true to our brand and values.
(But we leave the cool to you!)
We are pleased to offer the following services to EO Melbourne members:
- - Private wealth management (portfolio construction)
- - Asset management (EAP managed investments)
- - Corporate advisory
- - Philanthropic services (advising and guiding client philanthropic initiatives)
- - Self-managed superannuation advice, management and administration