Evelyn Partners makes new hire from Quantuma
Jonathan Thornton joins as transaction services partner
evelyn partners
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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
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Evelyn MPS deploys dry powder to bolster fixed income allocations
As it pivots from dollar-denominated to sterling-hedged bonds
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Evelyn hires ex-Brooks Macdonald investment manager
Finn Quinn joins the firm’s Thames Valley team after seven years at Brooks
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Trio of hires to boost revamped Bestinvest
They join from AJ Bell, Oliver Wyman and NewDay
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Evelyn Partners bolsters investment team with Investec hire
Jonathan Badcoe joins the London office as an investment manager
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Evelyn Partners acquires investment management firm
Deal brings in £90m in assets under advice
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Evelyn Partners eyes Scotland expansion
As it merges Glasgow teams to create its largest office outside London
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Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
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Evelyn Partners overtakes rival Brewin Dolphin despite £6bn AUM hit from falling markets
SJP comfortably remains the largest UK wealth manager
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Fifth advice firm joins Evelyn Partners succession programme
Scheme was launched in late 2021 and offers advisers nearing retirement a home for their clients