Waverton hires quartet from Evelyn
Graeme Brock, Roger Haxton and Lauren Craig arrive as portfolio managers
evelyn partners
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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
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Evelyn Partners makes new hire from Quantuma
Jonathan Thornton joins as transaction services partner
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Evelyn Partners’ sustainable MPS range reshuffles equity funds
While upping fixed income weighting across its range
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Evelyn Partners CEO lauds ‘robust’ Q3
Net inflows have softened the steady erosion of assets under management and advice
