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Evelyn Partners

Equities | 20 Jun 25

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.

Companies | 27 Mar 25

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

Best Practice | 5 Feb 25

Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub

Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh

Investment | 28 Aug 24

Evelyn Partners Sustainable MPS team adds two new funds in latest re-balance

Within fixed income the managers continue to favour sovereign bonds over corporate credit

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.