Evelyn Partners books net flows of £545m as assets hit £55.6bn
Gross inflows were up 38% to £1.8bn
evelyn partners
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Evelyn Partners appoints director of responsible investment
Brown had previously spent three years at Sustain Value
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Evelyn Partners Sustainable MPS adds to Baillie Gifford and Federated Hermes global equity fund positions
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
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Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
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Evelyn Partners sees record half year inflows as CEO switch nears
Assets under management and advice rose to £54.9bn
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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US inflation eases further than expected to 3%
Industry commentators still expect a final 25 bps increase at the next FOMC meeting
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Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
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Evelyn Partners snaps-up Dart Capital
Acquisition boosts AUM by £739m
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Evelyn Partners names Paul Geddes as CEO
Succeeding Chris Woodhouse, who is retiring after over five years in the role
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Ask the experts: What next for the global banking sector?
After a turbulent period for the global banking sector, which saw UBS’s takeover of troubled Credit Suisse and the collapse of US lender Silicon Valley Bank, four experts offer their thoughts
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Evelyn Partners boosted by record inflows
AUMA grew by £1.4bn during Q1 2023
