Evelyn Partners snaps-up Dart Capital
Acquisition boosts AUM by £739m
Acquisition boosts AUM by £739m
Succeeding Chris Woodhouse, who is retiring after over five years in the role
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
AUMA grew by £1.4bn during Q1 2023
Graeme Brock, Roger Haxton and Lauren Craig arrive as portfolio managers
Cost-of-living crisis is hampering their ability to invest
Vanguard US Government Bond index was a favourite across the eight model portfolios, while equities were cut back
In a bid to expand its footprint in the north of England
As Richard Colwell’s departure also sees the CT UK Equity Income fund ejected
Net inflows were up £625m during the quarter but assets still have some way to recover
Priti Verma was one of several senior departures from the investment manager, including CFO and COO
David Rankin arrives from Investec as Evelyn looks to expand its reach in Scotland