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Evelyn Partners

Evelyn confident in solid inflows and income despite £4bn AUMA drop

Companies

Evelyn confident in solid inflows and income despite £4bn AUMA drop

Wealth manager publishes third quarter trading update

clock 07 November 2022 • 2 min read
Evelyn Partners re-adjusts managed portfolio model range

Investment

Evelyn Partners re-adjusts managed portfolio model range

Changes made to three of six of the firm's risk-mapped portfolios

clock 25 October 2022 • 1 min read
IHT bill of £3.5bn is govt attempt to plug holes, industry says

Tax Planning

IHT bill of £3.5bn is govt attempt to plug holes, industry says

Inheritance tax hits all-time high for 2022/23 in fourth year-on-year rise

clock 21 October 2022 • 3 min read
Evelyn Partners adds £90m AUM in Arena Wealth acquisition

Your profession

Evelyn Partners adds £90m AUM in Arena Wealth acquisition

Sports and entertainment

clock 22 September 2022 • 1 min read
IHT tax take continues to rise as HMRC nets additional £0.3bn

Tax planning

IHT tax take continues to rise as HMRC nets additional £0.3bn

‘As house prices march ever higher so does the tax take from IHT’

clock 21 September 2022 • 4 min read
Evelyn Partners adds Newcastle-based Scholes & Brown team

Your profession

Evelyn Partners adds Newcastle-based Scholes & Brown team

Second firm joining its Newcastle office

clock 05 September 2022 • 3 min read
Evelyn Partners adds Buckinghamshire-based 2hWealthcare team

People

Evelyn Partners adds Buckinghamshire-based 2hWealthcare team

Four to join

clock 11 August 2022 • 2 min read
Evelyn Partners continues expansion with Guildford financial planner hire

People

Evelyn Partners continues expansion with Guildford financial planner hire

Remains on hiring spree

clock 09 August 2022 • 2 min read
Evelyn Partners adds financial planner to Chelmsford office

People

Evelyn Partners adds financial planner to Chelmsford office

Remains on hiring spree

clock 03 August 2022 • 2 min read
Evelyn Partners suffers 8.7% decrease in AUM - H1 results

Your profession

Evelyn Partners suffers 8.7% decrease in AUM - H1 results

‘Impact of market declines’

clock 01 August 2022 • 3 min read
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