Evelyn Partners sells fund solutions business to Thesis
As part of wider strategic shift to refocus Evelyn Partners on its wealth management business
Evelyn Partners
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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
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Evelyn Partners hires HSBC AM’s Morrissey as asset allocation head
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams
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Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
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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