Evelyn Partners

Financial planning | 15 Jul 24

Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions

Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330

Industry | 8 Mar 24

PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International

Quilter has appointed Kirsty Anderson as a retirement and tax specialist

United Kingdom and USA flags over blue sky background. 3D illustration

Investment | 26 Feb 24

Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing

Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs

People Moves | 22 Feb 24

PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs

Evelyn Partners adds to its Guildford office

Hands opens door to a conference room.

Companies | 20 Feb 24

LGT Wealth Management to open new offices

The firm also makes hires as part of new Manchester office