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

Retail investors holdings trillions in cash ahead of rumoured Cash ISA reforms

Retail investors holdings trillions in cash ahead of rumoured Cash ISA reforms

Chancellor expected to address limit

Eve Maddock-Jones
clock 15 July 2025 • 2 min read
FCA to launch Consumer Duty-centred review of complex ETPs

FCA to launch Consumer Duty-centred review of complex ETPs

Part of FCA policy to promote growth

Patrick Brusnahan
clock 15 July 2025 • 1 min read
Advice value recognition from clients increases since Consumer Duty

Advice value recognition from clients increases since Consumer Duty

Strong endorsement of the value of financial advice, Aviva finds

Isabel Baxter
clock 15 July 2025 • 3 min read