Register to get free articles
Want unlimited access? View Plans
Already have an account? Sign in
Evelyn Partners has reported “record” Assets Under Management (AUM) of £64.6bn for the six months ended 30 June 2025 (H1 2024: £62.0bn).
During the period, the business achieved gross inflows of £3.7bn, up 7% from £3.5bn in H1 2024.
Net inflows also remained positive in H1 at £692m, a significant increase compared with £627m in H1 2024.
The group also maintained its track record of consistently delivering net inflows every quarter since the merger to create Evelyn Partners in 2020.
Outflows, however, were also elevated reflecting the challenges faced by clients, including paying tax bills, reducing mortgages and gifting to reduce IHT liabilities; but the group did see a reduction in outflows in Q2 compared with the prior quarter.
Paul Geddes, chief executive officer, said: “In May 2025, we launched a number of proposition initiatives to support both direct clients and grow our presence in the financial adviser market.
“These included launching our Cash and Cautious Bond strategy and our low-cost Index MPS range into the IFA market. These solutions have attracted strong interest and will help drive further growth in the second half of the year.”
Geddes added: “…The continued success of our business bears testament to our strength and scale in both financial planning and investment management, the high quality of our people and our UK wide presence. These enable us to provide clients with valued, expert advice and investment management as they navigate both changes to the tax system and a period when markets are adjusting to major upheavals in the global trade system in the short term, while helping them achieve their longer-term goals.”
