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
Evelyn Partners
-
-
PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
-
Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
-
Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
-
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
-
Fundsmith Equity and Lindsell Train portfolio dropped from Evelyn Partners’ Best Funds list
Bi-annual report comprises 122 funds in total
-
Evelyn Partners Sustainable MPS buys into ClearBridge US fund
Move part of a recent re-balance
-
PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International
Quilter has appointed Kirsty Anderson as a retirement and tax specialist
-
Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
-
Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing
Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs
-
PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs
Evelyn Partners adds to its Guildford office
-
LGT Wealth Management to open new offices
The firm also makes hires as part of new Manchester office