Evelyn Partners adds ninth advice firm to succession programme
PPM Wealth supports its clients with discretionary portfolio management and financial planning services
Source: international-adviser.com
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Evelyn Partners sets fresh direction with new chief executive
Evelyn Partners has appointed Paul Geddes as its new chief executive (CEO) following the retirement of Chris Woodhouse from full-time executive management.
Source: professionaladviser.com
Evelyn confident in solid inflows and income despite £4bn AUMA drop
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.
Source: professionaladviser.com
Evelyn Partners brings in team from Scholes & Brown
Newcastle-based wealth management firm Evelyn Partners has continued its expansion in the North East by bringing on board the team from chartered…
Source: thenorthernecho.co.uk
Evelyn Partners adds Newcastle-based Scholes & Brown team
Evelyn Partners, the wealth management and professional services group created from the merger of Tilney and Smith & Williamson in June 2022, has revealed that a team from chartered financial planning firm Scholes & Brown is to join its Newcastle office.
Source: professionaladviser.com