Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
evelyn partners
-
-
Evelyn Partners overtakes rival Brewin Dolphin despite £6bn AUM hit from falling markets
SJP comfortably remains the largest UK wealth manager
-
Fifth advice firm joins Evelyn Partners succession programme
Scheme was launched in late 2021 and offers advisers nearing retirement a home for their clients
-
Evelyn Partners unveils wealth office in ‘underserved’ Brighton
12 staff members will be based in the city but DFM says ‘there is space for further growth’
-
Fundsmith among global equity fund exits in latest Evelyn Partners rebalance
With proceeds used to bolster positions in Baillie Gifford, Stewart Investors and iShares
-
Evelyn Partners hires investment director for London office
Oliver Robson was most recently at multi-asset boutique Quartet Investment Managers