Gabriela Turner of Evelyn Partners
Wealth manager and Financial Planner Evelyn Partners has appointed Gabriela Turner as a director for its London Financial Planning team.
She has joined from Satis Wealth Management where she worked for more than four years, most recently as senior Financial Planner.
Before that she had four years’ experience at the Quilter/Old Mutual Private Client Adviser business.
Evelyn said her appointment strengthens its Financial Planning capability at its Gresham Street headquarters in the capital, where there are nearly 70 practitioners.
Managing partner Tim Stalkartt said: “The firm has a clear plan to leverage the growth opportunities we see in the sector by delivering Financial Planning excellence and ensuring clients have a great experience.”
Ms Turner said: “I’m really looking forward to joining the team at Evelyn Partners, applying my expertise and knowledge to new challenges, and learning from Tim’s extensive experience. I look forward to ensuring the client, and their family, remains at the forefront of my thinking when providing advice.”
Evelyn Partners said it is evolving into a, "pure-play wealth management firm." Along with the forthcoming disposal of its professional services arm it is involved in an active recruitment process to add to its nationwide Financial Planning and investment management teams.
The teams are working closely together to provide a ‘dual expert’ service for those clients who can benefit from it, the firm said.
Earlier this month it appointed two Financial Planners and an investment manager to its Leeds and Newcastle offices.
Last month Evelyn Partners International, the Jersey subsidiary of Evelyn Partners, moved to a new office in St Helier and boosted its team with new hires.
In December it added a new Financial Planner in London to boost its near 300-strong national Financial Planning team.
In its latest quarterly trading update the firm reported record AUM of £63bn for 2024. The company said it also generated a record £2.6bn of gross inflows in Q4 although outflows were up on the previous year.
