Evelyn Partners

The UK wealth management firm to kick off process in October

‘Sadly, in every industry there is good and bad'

Gross inflows and net flows climb

But government likely to ‘stubbornly stick’ with proposals, expert says

Prospective clients using AI tools to find financial advisers

Evelyn Partners warns thousands of businesses are at greater risk

75 staff to move over to Thesis

Expect increases to continue, experts agree

‘The number of models they’re running can absolutely run away from them’

Industry seeing most providers charging 10bps, Evelyn Partners says