Evelyn Partners assets hit £62bn as it books £500m net inflow
Adjusted earnings up 18.3% to to £103.9m
Evelyn Partners
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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
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PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree
Evelyn Partners bolsters Surrey office
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Evelyn Partners boosts Guildford office with new financial planner hire
Emma Rivers joins from Barclays Wealth & Private Bank
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Labour unveils manifesto targeting ‘wealth creation’ as top priority
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors
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PEOPLE MOVES: Evelyn Partners, Franklin Templeton, AllianceBernstein, CG Asset Management
Craig McGuire joins the wealth manager
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Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
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Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm