Evelyn Partners AUM closes H1 at £64.6bn 'all-time-high'

Gross inflows and net flows climb

Jen Frost
clock • 2 min read

Evelyn Partners ended H1 2025 with assets under management (AUM) at an “all-time-high” and reported “strongly positive” net inflows, despite elevated outflows throughout the half.

Evelyn Partners' AUM for the half closed at £64.6bn, up from H1 2024's £62bn. The latest figure was a "record", the business set out in an update shared this morning (29 August). H1 2025 net flows were £692m, up 62.1% from H1 2024's £427m.  "Against a backdrop of global macroeconomic uncertainty and outbreaks of market volatility, we've had a good performance year to date in 2025 while also successfully completing the sales of our professional services and fund solutions businesses," said Evelyn Partners CEO Paul Geddes. The investment management and financial planning group saw H1...

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

Fairstone acquires Belfast advice firm

Fairstone acquires Belfast advice firm

Consolidator snaps up Ferguson Hill Asset Management

Isabel Baxter
clock 19 August 2026 • 2 min read
Canaccord Wealth acquires EFG's wealth business

Canaccord Wealth acquires EFG's wealth business

Snaps up £3.1bn AUM EFG Harris Allday

Isabel Baxter
clock 19 August 2026 • 2 min read
Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Criticism of transparency on Fern Trading lending activities

Isabel Baxter
clock 18 August 2026 • 4 min read