Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

The financial services giant also saw AUMA rise to £59.1bn in Q4

Isabel Baxter
clock • 1 min read

Evelyn Partners recorded a 50% increase in gross inflows reaching £2.1bn in Q4 last year, according to its latest results.

The professional services giant's latest trading update for the 12 months ended 31 December 2023 showed that it achieved record gross inflows of £7.8bn compared to £5.4bn in 2022. Net inflows increased to £700m in Q4 and on a full-year basis, Evelyn Partner's net inflows in 2023 were £3.1bn, up from £2.3bn which is a growth rate of 5.8% based on opening assets. Meanwhile, the group's assets under management and advice increased by 6.1% to £59.1bn which it contributed to a combination of strong net inflows of new assets and positive market movements in Q4. The latest results also sa...

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 Companies

Foster Denovo taps into digital advice amid increased demand

Foster Denovo taps into digital advice amid increased demand

Most believe personalised digital financial advice will become the norm

Isabel Baxter
clock 13 June 2025 • 2 min read
PFS/CII turbulence: 'There might be a role for a class action lawsuit'

PFS/CII turbulence: 'There might be a role for a class action lawsuit'

Alasdair Walker talks to PA about the PFS’ ‘slow death’

Isabel Baxter
clock 12 June 2025 • 7 min read
Nine Wealth Management attains CISI Chartered status

Nine Wealth Management attains CISI Chartered status

‘Demonstrates commitment to highest levels of professionalism’

Jenna Brown
clock 12 June 2025 • 1 min read