Evelyn Partners
Latest news | 7 Jul 25
UK IHT change set to hit pension pots holding commercial property
With many business owners holding commercial property in their pensions, the new IHT charge from 2027 could force a sale
Latest news | 1 Jul 25
Evelyn Partners sells Fund Solutions business to Thesis
Evelyn Partners Group has completed the sale of its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (EPFL), to Thesis Holdings Limited (Thesis). The deal follows the sale of its professional services business which completed on 31 March. The company said in a statement that today’s sale of EPFL now “strategically refocuses” Evelyn […]
Evelyn Partners notes ‘sizeable’ shift in active MPS rebalancing
Europe and Asian equities are in, as are UK government bonds in the latest MPS rebalancing announced by Evelyn Partners.
Evelyn Partners posts record closing £63bn AUM amid £174.3m EBITDA
AUM growth was driven by positive net new money and rising markets
People Moves | 18 Mar 25
Evelyn Partners names financial planning director for London team
She joins from Satis Wealth Management