Evelyn Partners
Investment | 28 Aug 24
Evelyn Partners Sustainable MPS team adds two new funds in latest re-balance
Within fixed income the managers continue to favour sovereign bonds over corporate credit
Evelyn Partners reports record H1 18.3% jump in adjusted EBITDA and all-time high AUM
Net flows remaining positive (H1 2023: £1.8bn), with elevated outflows reflecting impact of higher interest rates on clients
Financial planning | 1 Aug 24
Evelyn Partners makes sixth professional services acquisition in 18 months
The team, led by Donna Bulmer, give clients the ‘best possible’ tax advice and accountancy solutions
Tax & Regulation | 26 Jul 24
Labour and IHT: what might we see from the new government?
The Labour manifesto includes a commitment to hold only one fiscal event each year
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330