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The private equity owners of Evelyn Partners, one of the UK’s largest wealth managers, plan to sell the business and are ...
Permira and Warburg Pincus are targeting possible suitors, including NatWest and Royal Bank of Canada, as well as other ...
Wealth manager Evelyn Partners, which oversees £63bn in assets for 150,000 UK families, is set to be sold for more than £2bn, ...
Evelyn Partners Index MPS (Managed Portfolio Service), which was launched into the UK financial adviser market in May, ...
Evelyn Partners was established in 2020 from the merger of Tilney and Smith & Williamson. As of 31 March 2025, the firm manages £61.9bn in assets.
(l-r): David Fort (Haines Watts), Rick Chana (Evelyn Partners), Donna Bulmer (Haines Watts), Antony Sassen (Haines Watts), Tom Shave (Evelyn Partners), James Sutton (Haines Watts), Fiona Cresswell ...
As the Club’s Official Wealth Management Partner, Evelyn Partners, who are entrusted with over £62 billion of assets across their portfolio, will work alongside City to support and empower ...
Evelyn Partners, the wealth management and professional services group, has announced that it has agreed a three-year corporate partnership with social mobility charity Career Ready. The Career ...
Samuel Tring is set to join Schroders Wealth Management multi asset trading team, focusing on private wealth, following three years at Evelyn Partners, The TRADE can reveal. His new role comes amid ...
Helen Bassett, professional services managing partner in Evelyn Partners’ Bristol office, said: "John is a significant addition to our local team and joins our Bristol office at an exciting time as we ...
Evelyn Partners, previously Tilney Smith & Williamson, managed to recoup £1bn in assets in the final quarter of last year after market declines earlier in the year wiped £5bn off its balance sheet.
Evelyn Partners has expanded its exposure to "compelling" government bonds, in its latest re-balance of portfolios. The firm's core managed portfolio system (MPS) will reduce its corporate bonds ...
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