Evans & Partners

What Evans & Partners does

Evans & Partners (E&P) is an Australian-owned, privately held financial services firm founded in 2007, operating a dual-platform model under one corporate roof. The Wealth Management division delivers fee-based investment advice, strategic financial planning, estate planning, retirement planning, SMSF accounting, family investment office services, responsible investing, and philanthropy advisory to high-net-worth individuals, families, and not-for-profit organisations. The E&P Capital division provides corporate advisory (M&A, capital markets), institutional equities sales and trading, fixed interest, and equity research to corporates and institutional clients, with revenue generated on a transaction-fee basis. Both divisions share centralised governance via a Chief Investment Office, an independent Investment Committee, and a Product Review Group, supported by a Board and Executive Leadership Team led by CEO Ben Keeble and Non-Executive Chairman David Evans.

The firm operates through six offices across Sydney (primary Australian headquarters), Melbourne (regional HQ), Brisbane, Canberra, Adelaide, and Hong Kong (E&P Asia). Client servicing is delivered primarily through a relationship-based, field sales model with a large network of investment advisers, supplemented by self-service web portals for wealth management, SMSF accounting, and philanthropy clients. Core technology consists of standard client-facing portals rather than proprietary platforms; no APIs, SDKs, or proprietary technology stack are disclosed. Go-to-market is sales-led, using content marketing (Insights & Ideas blog, Words on Wealth podcast, email newsletter) at the top of the funnel and direct adviser relationships for conversion.

E&P makes money through recurring advisory fees on managed wealth portfolios, recurring SMSF accounting fees, and episodic transaction-based fees on corporate advisory mandates and institutional trading. Pricing is not publicly disclosed and is negotiated directly with advisers or institutional clients. The firm competes against large Australian banks' wealth arms (e.g., Macquarie, CBA/Aussie), listed platforms (AMP, IOOF), and boutique advisory firms, with differentiation claimed through its independent, Australian-owned structure and integrated wealth + capital markets capability.

Name

Evans & Partners

Legal name

Evans and Partners

Website

https://evansandpartners.com.au

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

101–250 employees

Short description

Evans & Partners is an Australian-owned, privately held financial services firm providing integrated wealth management, SMSF accounting, corporate advisory, institutional equities, and research services to high-net-worth individuals, families, not-for-profits, and corporates across Australia and Hong Kong.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Wealth management services
• Corporate advisory
• Capital markets
• SMSF accounting
• Investment research

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Fee-based financial advisory services including investment advice, strategic financial planning, estate planning, and retirement planning for high-net-worth individuals and families.
2. SMSF Accounting Services: Professional accounting services for self-managed superannuation funds, providing compliance, tax, and administrative support.
3. Corporate Advisory & Capital Markets: M&A advisory, capital markets services, and institutional equities for corporate and institutional clients.
4. Research Services: Equity research and market insights delivered to institutional investors and clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Evans & Partners is an Australian-owned financial services firm operating two divisions: Evans and Partners Wealth Management provides tailored investment advice, strategic financial planning, SMSF accounting, responsible investing, family investment office services, philanthropy advisory, and estate planning to high-net-worth individuals, families, and not-for-profit organisations. E&P Capital delivers corporate advisory (M&A), capital markets services, institutional equities sales, fixed interest, and equity research to corporates and institutional investors. Both divisions are supported by a centralised Chief Investment Office, Investment Committee, and Product Review Group.

Product overview

Evans and Partners is an Australian-owned financial services firm offering a dual-platform structure: Evans and Partners Wealth Management provides comprehensive wealth management services including investment advice, strategic financial advice, SMSF accounting, responsible investing, and philanthropy services to individuals, families, and not-for-profit organizations. E&P Capital delivers corporate advisory, institutional equities, fixed interest, and research services to corporates and institutions. The two divisions share governance functions including the Chief Investment Office, Investment Committee, and Product Review Group. Additional services include estate planning, family investment office services, and educational resources on topics like Division 296 tax changes.

Differentiator

Problem solved

Functional benefit

Brands

• E&P Capital: Corporate Advisory and Capital Markets division providing corporate advisory services, institutional equities, fixed interest, and research.
• Evans and Partners Wealth Management

Products and services

• Evans and Partners Wealth Management Comprehensive wealth management division providing tailored investment advice, strategic financial planning, SMSF accounting, responsible investing, philanthropy services, estate planning, and family investment office services for high-net-worth individuals, families, and not-for-profit organisations.
• E&P Capital Corporate Advisory and Capital Markets division providing M&A advisory, capital markets services, institutional equities, fixed interest, and equity research to corporates and institutional clients.
• Investment Advice Personalised investment advice focused on building long-term wealth through tailored investment strategies for clients.
• Strategic Financial Advice Financial advisory services providing clarity around client goals and strategies to achieve them, covering wealth structuring and life-event planning.
• SMSF Accounting Services Professional accounting services for self-managed super funds including compliance, tax, reporting, and administration support.
• Not-for-Profit Advice

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Shaw and Partners: Australian-owned wealth management and capital markets firm with private wealth, corporate advisory, institutional equities, and research divisions; closest structural analogue to Evans & Partners in size, scope, and dual-platform model.
• JBWere: One of Australia's longest-standing private wealth and advisory firms serving HNW individuals and families; comparable in client base, advice-led model, and Australian-only focus.
• Ord Minnett: Australian private wealth manager and full-service stockbroker offering private client advising, corporate advisory, institutional sales, and research - closely mirrors Evans & Partners' integrated offering.
• Bell Potter Securities: Australian wealth manager, stockbroker, and corporate adviser covering private wealth, institutional sales, and ECM advisory - similar dual platform with Australian capital-city footprint.
• Morgans Financial: Australian full-service wealth, trading, and corporate advisory firm with HNW private clients and institutional research across Australian states - directly comparable multi-city footprint and service mix.

Broad incumbents

• Macquarie Private Wealth: Large incumbent wealth management division of Macquarie Group offering private wealth, stockbroking, and research at materially larger scale; overpowers Evans & Partners on AUM and balance sheet but is part of a broader banking group.
• UBS Wealth Management Australia: Global wealth manager with Australian HNW and institutional coverage including advisory, equities research, and capital markets; overlaps with Evans & Partners across private wealth and institutional research but operates as part of a global platform.
• Goldman Sachs Australia (Wealth/Investment Banking): Global bulge-bracket firm active in Australian M&A advisory, ECM, and HNW wealth; comparable in capital markets and institutional research capabilities but vastly larger and not Australia-focused.

Emerging players

• Wilson Asset Management: Australian boutique manager and advisory group with HNW focus and listed investment company structures; partial overlap on the wealth advisory and investment management side but smaller in capital markets.

Others

• Pitcher Partners: Australian accounting, advisory, and wealth services firm providing SMSF accounting and financial advisory; adjacent overlap on SMSF and business advisory services that complement wealth management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/evans_partners
• LinkedInlinkedin.com/company/evans-and-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles25 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evans & Partners