Evelyn Partners hints at int’l version of adviser succession programme
‘The business is really successful, who knows where it’ll end up expanding into’
Evelyn Partners
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Fifth advice firm joins Evelyn via succession programme
Scheme has ‘generated a great deal of interest’ since its launch in 2021
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Frozen thresholds see UK IHT take double in a decade
Latest figures show receipts hit £1.8bn in last three months
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Evelyn Partners unveils wealth office in ‘underserved’ Brighton
It aims to place ‘the power of good advice into more hands’
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PEOPLE MOVES: PFS, FWD, Evelyn Partners
Trade body to recruit interim CEO, while Asian life insurance giant names chairman
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PEOPLE MOVES: FCA, AllianceBernstein, HSBC AM
UK regulator names chair, as investment manager makes c-suite changes
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Evelyn Partners eyes international advice push
As it hires ex-Deutsche Bank head of UK wealth planning and intermediaries to oversee the expansion
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UK and US firms team up to create global advisory network
To provide tax and accounting services to individuals and organisations
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PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking