Evelyn Partners’ Casali: Gilts could protect portfolios in a recession
Chancellor Rachel Reeves is facing a very difficult outlook as the Spring Statement nears
Evelyn Partners
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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
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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Evelyn Partners sells fund solutions business to Thesis
As part of wider strategic shift to refocus Evelyn Partners on its wealth management business
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PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
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Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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PEOPLE MOVES: Evelyn Partners, Ascot Lloyd, GAM, Aviva, Gravis
The firm has appointed Matthew Spencer as head of intermediaries
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Evelyn Partners names former Close Brothers man as head of intermediaries
He joins with close to 40-years of experience in the wealth management industry
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PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
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Apax Funds to buy Evelyn Partners’ accountancy and advisory business
Will become a stand-alone business rebranded as S&W