PEOPLE MOVES: Evelyn Partners, Blacktower, Progeny, GSB, Lombard Odier
Evelyn Partners adds another chartered financial planner
Evelyn Partners
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Platforms call for UK government to resist launching ‘retrograde’ British ISAs
Institutional investors urged to play a more proactive role in boosting the UK stock market
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Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
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Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
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PEOPLE MOVES: Fiduciary Trust International, Saltus, Evelyn Partners, Quilter
Franklin Templeton subsidiary makes a senior hire
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Evelyn Partners’ Seager-Scott to exit for Mazars CIO role
Ben Seager-Scott joined Bestinvest in 2011
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A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
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Evelyn Partners launches financial planning graduate scheme
The new programme opens its doors for cohorts in September 2024
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Evelyn Partners hires LGT Wealth Management’s Lauren Glaister
Glaister to join as partner for Leeds office investment management team
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People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
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Professional services firm makes fifth acquisition of the year
Adding another office location
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People Moves: Canaccord Genuity, Evelyn Partners, UBS
Professional services group appoints partner as wealth manager promotes employee to country head