Our company

The Long Barn HRC

Evenlode’s employee-owned, multi-generational structure provides long-term stability for both its clients and the team.

Evenlode became employee-owned in 2013 when it was part of Wise Investment, an independent wealth management and advisory firm established in 1992. Evenlode remained part of the Wise Investment and Wise Funds group of companies for several years under a Partnership structure, but in 2021 the Partnership demerged, creating three employee-owned, independent companies.

Evenlode is now wholly owned by its employees via an Employee Ownership Trust. The Trust appoints a Board of Directors to run the company in the best interests of its employees.

Introducing Evenlode

Evenlode began in October 2009, when Hugh Yarrow and Ben Peters launched the Evenlode Income fund. Over the years, the company has steadily grown and invested incrementally in its people, systems, and processes. The company launched the Global Income strategy in November 2017 and the Global Equity strategy in July 2020.

Here, Hugh Yarrow introduces the long-term approach that Evenlode applies to investing, building the company and the teams, and developing client relationships.

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Why invest with us

  • Blue leaf 10

    Longevity

    Since its inception in 2009, the company has steadily grown and invested incrementally in its systems, infrastructure and people building a collaborative and open working culture.

  • Blue leaf 6

    Employee-owned

    Evenlode’s employee-owned, multi-generational structure provides long-term continuity for our clients. the company and the team.

  • Blue leaf 9

    ESG Focus

    Integrating ESG factors into our investment process, and actively engaging with our investee companies over the long-term, can help to sustain and improve returns for our clients.

ESG Focus

Stewardship is an integral part of our investment process and is embedded into our corporate culture and values.

We understand the influence we can have on the companies we invest in, the broader investment sector, and wider society.

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Poppy field near Alvescott

Our holy grail

Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.

Albert Einstein

Awards and memberships

  • B-Corp-Logo-Black-RGB

    B Corp

    Evenlode underwent a rigorous assessment process evaluating our social and environmental performance, accountability, transparency, and legal structure.

    We have made a legal commitment in our corporate governance to positively impact all stakeholders. Proud to be part of a community that believes business should be a force for good, we join over 8,000 certified B Corporations globally, including over 2,000 in the UK.

    B Corp
  • Employee Ownership Logo - Small

    Employee Ownership Association (EOA)

    Evenlode became employee owned in 2013, putting the business in the hands of our people and underlying our commitment to long termism in everything we do.

    The Evenlode Employee Ownership Trust has total control of the company now and for the long-term. Beneficiaries of the Trust are all Evenlode Partners that have been a permanent employee for three years or more. The Trust does not run the company itself. Instead, it appoints a Board of Directors to run the company in the best interests of its Partners. The Board is answerable to the Trust.

    EOA
  • Best Companies World Class to Work For 2023

    Best Companies

    Voted for by its employees, Evenlode’s Best Companies award highlights our commitment to employee satisfaction and business success, which is key to the way we manage our business.

    Best Companies is a true measure of workplace engagement, building a happier, healthier workforce.

    Best Companies
  • City Hive ACT

    City Hive ACT

    Evenlode champions diversity, equity, and inclusion in financial services which underscores our commitment to fostering an environment where diverse perspectives drive innovation and better decision-making.

    By affirming sustainable practices and ethical governance, we strengthen the trust of our clients and partners, reinforcing our responsibility to act in their best interests at all times.

    City Hive