Evelyn Partners names Paul Geddes as CEO
Succeeding Chris Woodhouse, who is retiring after over five years in the role
evelyn partners
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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
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Waverton hires quartet from Evelyn
Graeme Brock, Roger Haxton and Lauren Craig arrive as portfolio managers
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Is retail investors’ appetite for risk increasing?
Cost-of-living crisis is hampering their ability to invest
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Fixed income dominates Evelyn Partners MPS rebalance
Vanguard US Government Bond index was a favourite across the eight model portfolios, while equities were cut back
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Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
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Paul Marriage and Richard Pease funds dropped from Bestinvest buylist
As Richard Colwell’s departure also sees the CT UK Equity Income fund ejected
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Q4 recovery arrests AUMA decline at Evelyn Partners
Net inflows were up £625m during the quarter but assets still have some way to recover
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Brooks Macdonald risk head lands at Quilter
Priti Verma was one of several senior departures from the investment manager, including CFO and COO
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Evelyn hires managing partner for Edinburgh & Aberdeen
David Rankin arrives from Investec as Evelyn looks to expand its reach in Scotland
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy