Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
Evelyn Partners
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PEOPLE MOVES: Quilter Cheviot, the CISI, Evelyn Partners
Alan McIntosh has rejoined the business
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
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Evelyn Partners hires former Paddy Power Betfair CFO
Alex Gresh has led multiple firms through transitional stages such as Cazoo and Sportsradar
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Evelyn Partners’ MPS exits L&G and Artemis corporate bond funds to buy Gilts
On the equities side, the MPS has trimmed down UK exposure
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PEOPLE MOVES: Evelyn Partners, Jupiter, Artemis, Aberdeen
Three new hires across Leeds and Newcastle offices
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Evelyn Partners makes triple hire in northern England
Appointments made across Leeds and Newcastle offices
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Evelyn Partners’ Casali: Gilts could protect portfolios in a recession
Chancellor Rachel Reeves is facing a very difficult outlook as the Spring Statement nears
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PEOPLE MOVES: Evelyn Partners, P1 Investment Services, Quilter Cheviot, Nomura AM
The Jersey-based subsidiary of the wealth manager has made several hires
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Evelyn Partners makes raft of hires in Jersey and moves office
Relocation ties in with decision to sell its professional services division
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Evelyn Partners books £600m net inflow as record £2.6bn comes in
Assets under management closed the year at an all-time high of £63bn