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
Evelyn Partners
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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
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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