Evelyn Partners has recorded assets under management and advice (AUMA) of £62.7bn for the third quarter of 2024, representing a 12.8% year-on-year increase from £55.6bn in Q3 2023.
The firm said a trading update for the three months ended 30 September the total figure was driven by continued net inflows and positive market performance. Group operating income for the quarter rose to £181.8m, an 11.1% increase compared to £163.6m in Q3 2023, reflecting growth across the firm's financial services, professional services, and fund solutions segments. For the first nine months of 2024, total group operating income reached £542.6m, up 10.6% from the same period in the previous year. The firm completed the acquisition of Haines Watts' Northern offices in Leeds, Manch...
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