Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
Evelyn Partners
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Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
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PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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PEOPLE MOVES: Canaccord Genuity Wealth Management, Evelyn Partners
Canaccord adds an investment director
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IHT receipts up £200m on same time last year as Budget looms
Removal of IHT reliefs reported to be in the sights of Chancellor Rachel Reeves
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Evelyn Partners makes double hire to IFA sales team
Joe Sheehan and Ben Sims brought on board
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US CPI inflation hits 2.9% ahead of September Fed decision
Industry commentators predict September rate cut from the Fed
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Evelyn Partners assets hit £62bn as it books £500m net inflow
Adjusted earnings up 18.3% to to £103.9m
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Evelyn Partners expands in the North with Haines Watts deal
Manchester, Leeds and Newcastle offices acquired
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Reeves leaves door open to IHT hike with business relief under threat
Labour has been ‘fairly quiet’ on inheritance tax
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US CPI sparks rate cut discussion after downside surprise
Industry commentators weigh in on possibility of rate cut