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Evelyn Partners

Evelyn Partners Sustainable MPS adds to two global equity fund positions

Companies | 26 Oct 23

Evelyn Partners Sustainable MPS adds to two global equity fund positions

Swapping out Impax Environmental Markets Investment Trust for open-ended sister fund

Industry | 20 Oct 23

IHT receipts reach £3.9bn

A £400m increase from the same period last year

Companies | 17 Oct 23

Evelyn Partners Core MPS team increases government bond exposure

Shift will result in a decrease in corporate bonds and alternative assets

UK taxman collects £2.6bn from IHT receipts in 3 months

Companies | 22 Aug 23

UK taxman collects £2.6bn from IHT receipts in 3 months

Bereaved families are ‘increasingly filling government coffers’ due to frozen thresholds.

Colorful striped dynamic numbers design

Companies | 1 Aug 23

Evelyn Partners adds 10th firm to succession programme

Deal grows the wealth manager’s footprint across the UK

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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.