Evelyn Partners boosts Scotland expansion with PPM Wealth deal

A team of eight people from PPM Wealth will join Evelyn Partners

Sahar Nazir
clock • 1 min read

Evelyn Partners has signed a deal with boutique wealth manager PPM Wealth to further expand in Scotland.

The move will see a total of eight people move across from PPM Wealth to Evelyn Partners as the firm joins the latter's Glasgow office. The team includes PPM Wealth's chairman and co-founder Alan Steven, who will assume a client relationship role, investment professionals Atif Latif and Ian Black, financial planner Doug Hall, and four support staff. PPM Wealth, which is based in Glasgow, supports its clients with discretionary portfolio management and financial planning services. Evelyn Partners head of strategic partnerships Richard Dawes said: "The fit between PPM Wealth and Evel...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers' Budget 2026 wish lists – 'this is a scary one'

Advisers' Budget 2026 wish lists – 'this is a scary one'

First under Burnham and Healey

clock 18 September 2026 • 3 min read
Most client meetings happen without one of the advised couple present

Most client meetings happen without one of the advised couple present

More than half of clients said they hold the adviser relationship in their name only

Laura Miller
clock 17 September 2026 • 2 min read
Titan Wealth to provide financial education to pro cricketers

Titan Wealth to provide financial education to pro cricketers

Professional sport comes with 'a very different financial journey'

Laura Miller
clock 16 September 2026 • 2 min read