Evelyn Partners hires charity development chief
- Monday, 13 March 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Caroline Jarvis Gee as its new head of charity business development.
Read more...Evelyn Partners AUM drops by nearly £5bn
- Thursday, 09 March 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners suffered a near £5bn drop in Assets Under Management in 2022 as market turmoil hit figures, the firm’s full year results out today show.
Read more...Alltrust completes Rowanmoor purchase
- Monday, 06 March 2023
- Articles
The sale of failed firm Rowanmoor Personal Pensions Limited (RPPL) to SIPP and SSAS provider Alltrust completed on Friday 3 March 2023 following exchange of contracts in December 2022.
Read more...Evelyn boosts Northern footprint with acquisition
- Wednesday, 08 February 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has acquired Leathers LLP, a firm of Chartered Accountants and tax specialists with offices in Newcastle and Harrogate.
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