Evelyn Partners hires LGT Wealth Management’s Lauren Glaister
Glaister to join as partner for Leeds office investment management team
evelyn partners
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Evelyn Partners makes fifth acquisition of the year
Adding another office location
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Evelyn Partners cuts equity and credit allocations in favour of cash and government bonds
Firm sees increased uncertainty for risk assets
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Evelyn Partners books net flows of £545m as assets hit £55.6bn
Gross inflows were up 38% to £1.8bn
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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