Evelyn Partners

Evelyn Partners appoints director to responsible investment team

Evelyn Partners has announced the appointment of Katrina Brown as a director of responsible investment. Brown joined Morgan Grenfell Asset…

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Evelyn Partners MPS confirms holding changes

Evelyn Partners Sustainable Managed Portfolio Service (MPS) team has sold out of its holding in Impax Environmental Markets Investment Trust.…

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Today’s news in brief – 25/10/2023

PwC reported a record global gross revenue of $53.1bn for the fiscal year ending June 30, 2023, representing a 5.6%…

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Evelyn Partners appoints financial planner for Nottingham office

Evelyn Partners has announced the appointment of Andrew Moat as its new financial planner for the firm’s Nottingham office, as…

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IHT receipts hit £3.9bn

Inheritance tax receipts for April to September 2023 reached £3.9bn, according to new data published by HMRC – £0.4bn more…

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Today’s news in brief – 16/10/2023

Accounting firm Hurst will relocate its head office to the under-construction 3 Stockport Exchange in 2024. The company’s growing team…

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Evelyn Partners Core MPS team increases allocation to government bonds

Evelyn Partners’ Core Managed Portfolio Service (MPS) team has increased its exposure to government bonds at the expense of corporate…

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Evelyn Partners appointed administrators of W Series Limited

Kevin Ley and Henry Shinners of Evelyn Partners have been appointed joint administrators of W Series Limited, and have launched…

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Evelyn Partners signs deal for new Bracknell office

Evelyn Partners has announced that it has agreed terms to relocate its team in Bracknell to the nearby Maxis development. …

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Evelyn Partners acquires Dart Capital

Evelyn Partners has announced that following receipt of regulatory approval, it has completed the acquisition of Dart Capital. Dart is…

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