Evelyn Partners has recorded £67bn in assets under management (AUM) for the three months ended 30 September 2025, thanks to higher inflows.
The group's AUM rose 3.8% over the quarter and 7.3% year-on-year, up from £62.5bn at the same point in 2024. Gross new assets reached £2.1bn, an increase of 17.6% on the previous quarter and 5.6% higher than the same period last year. Net inflows for the quarter totalled £269m, up 20.5% year-on-year from £223m in the third quarter of 2024. Evelyn Partners said the latest quarter marked the final phase of its major systems integration project, which aims to bring all its financial planning and investment management teams onto a single platform by early 2026. According to the firm, t...
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