Evelyn Partners has expanded the availability of its Model Portfolio Service (MPS), with its Core and Index ranges now accessible through onshore bond wrappers across a number of adviser platforms.



Evelyn Partners has appointed Aaron Mcloughlin as partner in Financial Planning at its Southampton office.

The CEO and CFO at wealth manager and Financial Planner Evelyn Partners will step down when the firm is acquired by NatWest this summer in a £2.7bn deal.

Wealth manager and Financial Planning firm Evelyn Partners has appointed directors in Financial Planning to its London and Cheshire offices.

Private equity-owned wealth manager and Financial Planner Evelyn Partners has been sold to banking giant NatWest for £2.7bn, subject to regulatory approval.

Wealth manager and Financial Planner Evelyn Partners has appointed Victoria Gammon as a partner in Financial Planning for the Midlands.

Assets under management for wealth manager and Financial Planner Evelyn Partners climbed to a record £67bn in the three months to the end of September as it reported a major systems integration project which will allow it to focus more on AI.

Wealth manager and Financial Planner Evelyn Partners has appointed ex-professional rugby player Chris Dean to its Edinburgh Financial Planning team.

Wealth manager and Financial Planner Evelyn Partners has made two senior Financial Planning appointments to bolster its London team.

Pension savers rushed to withdraw their 25% tax-free cash in the 2024/25 financial year, according to new FCA data.

Assets under management for wealth manager and Financial Planner Evelyn Partners climbed to a record £64.6bn in the first half of the year.

Wealth manager and Financial Planner Evelyn Partners has launched its Index managed portfolio service (MPS) to the UK financial adviser market for the first time.

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.

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.

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

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 and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

Wealth manager and Financial Planner Evelyn Partners has agreed a three-year corporate partnership with social mobility charity Career Ready.