Smith and Williamson
Smith and Williamson, now part of Evelyn Partners, is a key player in the UK’s financial and professional services sector. Our coverage focuses on its strategic developments, M&A activity, regulatory updates, and performance across wealth management, audit, tax, and advisory services. We report on leadership moves, market insights, and service expansions relevant to accountancy firms, partners, and professionals engaged in private client and business advisory services. Expect timely analysis and expert reporting that keeps you informed on how Smith and Williamson shapes the UK accountancy landscape.
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Apr- 2025 -29 AprilPeople Moves
Saffery appoints new head of national tax team
Saffery has appointed Ami Jack as a partner and head of the firm’s National Tax team. Jack brings over 20 years’ experience advising on the full spectrum of professional and regulatory matters relating to tax, with a background in corporate tax and financial services. In her new role, Jack will…
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Jan- 2025 -29 JanuaryPeople Moves
Evelyn Partners appoints new chief operating officer
Evelyn Partners has announced the appointment of Bahador Mahvelati to the role of chief operating officer and a member of the group executive committee, effective from March, as the firm aims to refocus exclusively on wealth management. Mahvelati’s arrival is a part of a planned transition following the decision made…
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Dec- 2024 -5 DecemberPeople Moves
Albert Goodman appoints new partner
South-West chartered accountancy firm Albert Goodman has appointed Dawn Baker as new partner, Practice Protection and Forensic Services. As an alumnus of Exeter University, Baker has lived in the South-West for over 25 years. She joins Albert Goodman from BDO and prior to that, she worked for KPMG for a…
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Nov- 2024 -25 NovemberNews-In-Brief
Today’s news in brief – 25/11/2024
BDO has achieved full-year revenues exceeding £1bn for the first time in its 100-year history. For the year ending July 2024, all business areas—Audit, Tax, and Advisory—experienced 8.6% growth despite economic uncertainty, with operating profits rising 15% to £227m. The firm credited its success to its core market of entrepreneurial…
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Oct- 2024 -23 OctoberAccounting Firms
Bain and Partners Group table bids for Evelyn Partners
Private equity firms such as Bain Capital and Swiss-based Partners Group are reportedly tabling bids to snap up accountancy firm Evelyn Partners for £500m ahead of the deadline this week, according to Sky News. The news comes after The Times reported last month that Apax Partners was also considering a…
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23 OctoberBusiness
Evelyn Partners AuMA hits record high of £62.7bn in Q3
Evelyn Partners Assets under Management and Advice (AuMA) has reported a record high of £62.7bn, up 12.8% in Q3. For the three months ended 30 September, its group operating income also increased 11.1% to £181.8m compared with the same period last year, with increases across each of the three operating…
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Sep- 2024 -16 SeptemberAccounting Firms
Permira considers £500m sale of Evelyn Partners accounting arm
Evelyn Partners’ private equity owner reportedly could be looking to split off its accounting arm in a £500m deal, according to The Sunday Times. The outlet revealed that Permira is considering making the move as investor interest in professional service firms continues to grow and has appointed investment bank Evercore…
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Aug- 2024 -15 AugustAccounting Firms
EPFL to act as ACD and fund administrator for Cape Wrath
Evelyn Partners Fund Solutions Ltd (EPFL) has announced that it is to act as authorised corporate director (ACD) and fund administrator for Adam Rackley’s Cape Wrath Focus Fund. EPFL – formerly Smith and Williamson Fund Administration Limited – has a long-standing history of providing fund governance and administration services, and…
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Jun- 2023 -13 JunePeople Moves
UHY appoints director of London Turnaround and Recovery team
UHY Hacker Young has appointed Daniel Cooksley as director in its Turnaround and Recovery team in London. Cooksley brings 30 years of experience in the accounting industry where he specialises in business recovery and turnaround, including working with multiple businesses within the hospitality, health, construction, property, energy, and finance sectors. …
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9 JuneLatest News
Evelyn Partners names Paul Geddes as CEO
Evelyn Partners has announced the appointment of Paul Geddes as the group’s next chief executive officer, subject to regulatory approval. Geddes will succeed Chris Woodhouse, who is retiring from full-time executive management after dedicating over five and half years to the role, a period which has seen the business deliver…
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