Smith Amp Williamson News Today

A Q3 year-on-year uptick in group operating income and net new asset inflows are an indicator of “robust performance” for Evelyn Partners despite a £4bn drop in assets under management and advice (AUMA), chief executive Chris Woodhouse says.

Evelyn Partners has taken on London based investment management business of Arena Wealth.

James Jamieson has joined Hargreaves Lansdown’s UK equity team from RBC Global Asset Management (RBC GAM).

Wealth management and professional services group Evelyn Partners has hired Nick Reeves as a partner in its London financial planning team.

Tilney Smith & Williamson has been rebranded to Evelyn Partners, effective today.

BambuBlack, the Asia Pacific long-only equities boutique, has appointed Pinakin Patel as a portfolio manager, Investment Week has learned.

Tilney Smith & Williamson has reported assets under management climbed to an all-time high of £57.7bn in 2021.

Tilney Smith & Williamson has reported assets under management climbed to an all-time high of £57.7bn in 2021.

Inheritance tax (IHT) receipts for April 2021 to January 2022 were £5bn, which is £0.7bn higher than in the same period 12 months earlier, latest data from HM Revenue & Customs (HMRC) revealed.

Accountancy and advice firm Bishop Fleming has hired three former Smith & Williamson partners in its Bristol office.