Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
evelyn partners
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Apax Funds to buy Evelyn Partners’ accountancy and advisory business
Will become a stand-alone business rebranded as S&W
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Evelyn Partners hires HSBC AM’s Morrissey as asset allocation head
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams
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PIMFA appoints two to board of directors
Quilter Cheviot’s Andy McGlone and Evelyn Partners’s Charley Davies join the board
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US CPI rises to 2.6% for October
Industry commentators react to US CPI reading following presidential election
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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US CPI sparks rate cut discussion after downside surprise
Industry commentators weigh in on possibility of rate cut
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Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
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US economy underperforms expectations in Q1 as inflation grows
Real GDP grew 1.6% compared to consensus expectations of 2.4%