News, Comment & Analysis results for Evelyn Partners

People Moves
29 January 2025

Who’s Moving Where In Wealth Management? – Evelyn Partners, Quilter Cheviot

The latest moves, appointments and personnel changes among wealth management and related...

M and A
29 January 2025

Evelyn Partners Sells Fund Solutions Business To Thesis

The sale follows Evelyn Partners' review aimed at refocusing the group on its core wealth...

Investment Strategies
17 January 2025

Evelyn Partners Outlines Five Top "Trump Cards" For Investors

Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his...

Investment Strategies
12 December 2024

Five Themes Set To Impact Financial Markets In 2025 – Evelyn Partners

UK wealth manager Evelyn Partners outlines its investment outlook for 2025, singling out five...

People Moves
4 December 2024

Evelyn Partners Names New Intermediaries Head

The appointment of a former senior figure from Deutsche Bank, Close Brothers AM and Coutts comes a...

People Moves
27 November 2024

Who's Moving Where In Wealth Management? – Moonfare, Evelyn Partners

The latest moves, appointments and personnel changes in wealth management for the UK, continental...

M and A
26 November 2024

UK's Evelyn Partners Spins Off Professional Services Arm

The transaction, involving a sale to funds advised by Apax Partners, creates two standalone...

Financial Results
25 October 2024

Evelyn Partners AuMA Hit High In 2024

UK wealth manager Evelyn Partners has just released its third quarter trading update for the three...

Tax
15 October 2024

UK Businesses Fast-Track Exit Strategies As Budget Looms

After UK finance minister Rachel Reeves said that the government would have to increase taxes in...

People Moves
3 September 2024

Rathbones Names New Chief Client Officer

The new hire, who led UK wealth manager Evelyn Partners' rebrand, was also the architect and...

Comment & Analysis results for Evelyn Partners