Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.

The hub aims to create a more inclusive, sustainable and compassionate financial system.

It plans to link up key stakeholders from the sector with policymakers, academics, communities, and civil society.

It aims to help financial services firms meet their ethical and long-term business goals.

The Edinburgh Futures Institute is a space for learning, research and innovation at the University of Edinburgh. It delivers interdisciplinary education and collaborative partnerships with key sectors such as financial services to tackle challenges through better use and understanding of data. 

Evelyn Partner’s philanthropic support for the Futures Institute will enable the Hub to conduct foundational research, collaborate on student-led projects and organise outreach activities.

The wealth manager will have a dedicated desk located in the Futures Institute’s FinTech ward co-location space and will host practitioner-led events in the building, which is housed in the historic and newly renovated Old Royal Infirmary in the Scottish capital.

Andrew Middleton, group chief marketing and commercial officer at Evelyn Partners, said:  "We are delighted to be Founding Partner to the Edinburgh Future Institute’s new Compassion in Financial Services Hub. The partnership underpins our promise to 'inspire what’s next?' and we look forward to collaborating with the Institute on our shared ambition to create a more inclusive, more sustainable and more compassionate Financial Services sector for the future.”

Evelyn Partners has over 340 staff based in Scotland with offices in Aberdeen, Edinburgh and Glasgow.

The firm was created following the merger of Tilney and Smith & Williamson in 2020 and has £62.7 billion of assets under management (as at 30 September 2024).