Paul Geddes

Evelyn Partners completes employee benefits arm sale

Companies

Evelyn Partners completes employee benefits arm sale

Sold to Howden

clock 01 April 2026 • 1 min read
Barclays weighs bid for £2.5bn Evelyn Partners as major banks circle – report

Your profession

Barclays weighs bid for £2.5bn Evelyn Partners as major banks circle – report

NatWest and Lloyds Banking Group reportedly among firms considering offers

clock 08 December 2025 • 1 min read
Evelyn Partners hits £67bn in AUM as inflows rise 18% in Q3

Your profession

Evelyn Partners hits £67bn in AUM as inflows rise 18% in Q3

Amid plans to integrate financial planning and investment management teams

clock 04 November 2025 • 2 min read
Evelyn Partners AUM closes H1 at £64.6bn 'all-time-high'

Companies

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

Gross inflows and net flows climb

clock 29 August 2025 • 2 min read
Evelyn Partners reports 'elevated' outflows as volatility hits clients

Companies

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Net flows remain positive at £345m

clock 08 May 2025 • 2 min read
Evelyn Partners reports 'all-time-high' AUM of £63bn

Your Business

Evelyn Partners reports 'all-time-high' AUM of £63bn

CEO Geddes flags Budget impact on ‘strong’ Q4

clock 12 February 2025 • 2 min read
Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Tax Planning

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Paul Geddes urges for caution on tax changes

clock 18 October 2024 • 2 min read
Evelyn Partners records £62.2bn AUM

Your profession

Evelyn Partners records £62.2bn AUM

The firm recorded a £2.6bn increase in AUM thanks to 'strong investments'

clock 13 August 2024 • 2 min read
Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

Companies

Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

The financial services giant also saw AUMA rise to £59.1bn in Q4

clock 31 January 2024 • 1 min read