Wealth manager Evelyn Partners has targeted investors unnerved by global uncertainty with a new bespoke portfolio service that invests in cash and bonds and aims to beat the returns available on cash accounts.

Net inflows held steady at £345m for wealth manager and Financial Planner Evelyn Partners in the first quarter of the year despite a dip in assets under management.

Financial Planner and wealth manager Evelyn Partners has appointed David Little as a partner in Financial Planning at its Glasgow office.

Sean Hagerty has joined the board of wealth manager and Financial Planner Evelyn Partners as an independent non-executive director.

Wealth manager and Financial Planner Evelyn Partners has appointed former Paysafe and Betfair CFO Alex Gersh as its new chief financial officer and an executive director.

Wealth manager and Financial Planner Evelyn Partners has completed the sale of its professional services business to funds advised by Apax for an undisclosed amount.

Financial Planners have shrugged off Chancellor Rachel Reeves' Spring Statement as having little effect on their clients.

Financial Planning and wealth management firm Evelyn Partners reported a 12% rise in profits for 2024 despite a 68% drop in net inflows (year-on-year).

Wealth manager and Financial Planner Evelyn Partners has appointed Gabriela Turner as a director for its London Financial Planning team. 

Wealth manager and Financial Planner Evelyn Partners has signed a three-year partnership to support Chichester-based modern art museum the Pallant House Gallery.

Wealth manager and Financial Planning firm Evelyn Partners has appointed two Financial Planners and an investment manager to its Leeds and Newcastle offices.

Wealth manager Evelyn Partners International, the Jersey subsidiary of Evelyn Partners, has moved to a new office in St Helier and boosted its team with new hires.  

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.

Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.

Financial Planner and wealth manager Evelyn Partners is to sell its fund solutions business to collective investment scheme manager Thesis.

Unity SIPP, part of the £1.2bn failed PSG SIPP (PSGS) business, has been sold to Pathlines Pensions UK Limited, formerly London & Colonial (LCS).

Wealth manager and Financial Planner Evelyn Partners has added a new colleague in London to boost its near 300-strong national Financial Planning team.

Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.

Financial Planning and professional services firm Evelyn Partners saw assets under management and advice (AUM/A) rise 13% year-on-year to £62.7bn at 30 September.

Inheritance tax (IHT) raised £736m for the Treasury in September, according to new figures released by HMRC today.