Evelyn Partners
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Jul- 2023 -25 JulyCompanies
Evelyn Partners posts record inflows for H1 2023
Evelyn Partners has posted record inflows of £3.8bn, up 40% year-on-year, for the six months ended 30 June. Furthermore, the…
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24 JulyBusiness
Evelyn Partners MPS team increases fixed income allocation
Evelyn Partners Active Managed Portfolio Service (MPS) team has announced that it has increased its allocation to fixed income. This…
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18 JulyPeople Moves
Evelyn Partners appoints head of tech and transformation services
Evelyn Partners has announced the appointment of Laurence Kiddle as its new head of technology and transformation. Kiddle, who joins…
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12 JulyLatest News
Evelyn Partners appoints new financial planner
Evelyn Partners, the leading professionals services group, has announced the appointment of Callum Ogden as a financial planner in the…
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11 JulyPeople Moves
Evelyn Partners appoints Bristol financial planning director
Evelyn Partners has announced the appointment of Will Thompson as a financial planning director at the firm’s Bristol office. He…
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Jun- 2023 -30 JuneLatest News
Evelyn Partners launches new Moneyhealth platform
Evelyn Partners has unveiled a “state-of-the-art” digital platform with built-in financial coaching by qualified professionals as part of its new…
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26 JuneAccounting Firms
Evelyn Partners Sustainable MPS raises exposure to UK and Asia
The Evelyn Partners Sustainable Managed Portfolio Service (MPS) team has increased its exposure to Global, UK, Asia and Emerging Market…
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22 JunePeople Moves
Evelyn Partners acquires PPM Wealth team for Glasgow office
Evelyn Partners has announced that it has acquired the PPM Wealth team for its Glasgow office to expand its Scottish…
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20 JuneLatest News
Evelyn Partners appointed administrators of Brew by Numbers
Evelyn Partners has recently been appointed as joint administrators of the London-based artisan craft brewery Brew by Numbers which has…
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19 JunePeople Moves
Evelyn Partners appoints financial planning director in London
Evelyn Partners has announced the appointment of Craig Dowsett to the role of financial planning director in the firm’s London…
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