Evelyn Partners reports £62.7bn AUMA in Q3 results

Driven by continued net inflows and positive market performance

Sahar Nazir
clock • 1 min read

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...

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

Titan Wealth ex-employee faces trial over alleged harassment

Titan Wealth ex-employee faces trial over alleged harassment

Marian Okunola pleads not guilty to charges of harassment via emails

Sahar Nazir
clock 12 November 2024 • 1 min read
Campaign group calls on chancellor to address 'trust deficit' in financial services

Campaign group calls on chancellor to address 'trust deficit' in financial services

Ahead of Rachel Reeves’ Mansion House speech on 14 November

Isabel Baxter
clock 12 November 2024 • 3 min read
Half of advisers say AI beats ESG and regulation for future business impact - study

Half of advisers say AI beats ESG and regulation for future business impact - study

Nearly half of advisers believe AI will provide personalised insight and automation

Isabel Baxter
clock 12 November 2024 • 1 min read