Smith & Williamson

Evelyn Partners sets fresh direction with new chief executive

Your profession

Evelyn Partners sets fresh direction with new chief executive

Comes after a strong 2022 of advice firm acquisitions and growth

clock 09 June 2023 • 1 min read
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 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
Westerby buys stricken pension provider Corporate & Professional Pensions

Pensions

Westerby buys stricken pension provider Corporate & Professional Pensions

Administration over FOS rulings

clock 21 March 2022 • 2 min read
Tilney Smith & Williamson to rebrand as Evelyn Partners

Companies

Tilney Smith & Williamson to rebrand as Evelyn Partners

‘Continues to explore’ acquisition opportunities

clock 01 March 2022 • 2 min read
IHT receipts up to £5bn, HRMC figures reveal

Tax planning

IHT receipts up to £5bn, HRMC figures reveal

'Seek regulated financial advice'

clock 22 February 2022 • 3 min read
Three Smith & Williamson partners join Bishop Fleming in Bristol

People

Three Smith & Williamson partners join Bishop Fleming in Bristol

More than 420 staff in the UK

clock 15 February 2022 • 1 min read
SIPP operator Corporate & Professional goes bust over FOS claims

Regulation

SIPP operator Corporate & Professional goes bust over FOS claims

Linked to FOS decisions

clock 02 February 2022 • 1 min read
Govt tweaks CGT regime but leaves IHT untouched for now

Tax planning

Govt tweaks CGT regime but leaves IHT untouched for now

Response to OTS recommendations

clock 30 November 2021 • 9 min read
Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Industry

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

AuM rises 9.2% to £56bn up to September

clock 01 November 2021 • 1 min read