Evelyn Partners

Evelyn Partners bolsters Bournemouth financial planning team

Evelyn Partners has announced the appointment of Danielle Pearce as a financial planner and leader of its Bournemouth financial planning…

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Evelyn Partners gross inflows hit £1.8bn in Q1

Evelyn Partners has reported that gross inflows hit £1.8bn in Q1 ended 31 March, with AUMA ending the quarter at…

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Evelyn Partners to partner with The Alfred Dunhill Padel Classic

Evelyn Partners will partner with The Alfred Dunhill Padel Classic sports event at London’s Hurlingham Club later this month. The…

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Evelyn Partners appoints new partner to Birmingham team

Evelyn Partners has announced the appointment of Rick Shaw as a partner in the employer solutions team in its Birmingham…

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Evelyn Partners adds new audit partner to Bristol office

Evelyn Partners has announced the appointment of John Howarth as audit partner in its Bristol office. Howarth’s main focus during…

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Evelyn Partners appoints new NED

Evelyn Partners has announced the appointment of Sally Boyle as a new non-executive director. Boyle replaces Elizabeth Chambers who leaves…

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Evelyn Partners gross inflows hit £7.8bn in FY23

Evelyn Partners has revealed it attracted “record” new business in FY23, with gross inflows of £7.8bn of new assets and…

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Evelyn Partners appoints financial planner

Evelyn Partners has announced the appointment of Mickey Armstrong as a financial planner in its Knutsford office. He joins Evelyn…

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Evelyn Partners MPS joins Baillie Gifford Emerging Markets Leading Companies

The Evelyn Partners Active Managed Portfolio Service (MPS) team has initiated a new position in Baillie Gifford Emerging Markets Leading…

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Evelyn Partners rebalances UK and US managed portfolios

Evelyn Partners Core Managed Portfolio Service (MPS) team has taken new positions to afford its portfolios new exposure to UK…

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