Evelyn AUM climbs 13.3% to record £62.2bn

Wealth manager and Financial Planner Evelyn Partners said its AUM has climbed to a record £62.2bn, up 13.3% compared to a year ago and up 5.2% since the end of 2023.

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Evelyn to acquire 3 Northern offices from Haines Watts

Wealth manager and professional services provider Evelyn Partners is to acquire three offices and 150 staff from Northern accountancy firm Haines Watts.

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Evelyn appoints regional Financial Planning head

Wealth manager and Financial Planner Evelyn Partners has appointed Charlotte Platts to drive Financial Planning growth for the firm in Northern England, Scotland and Northern Ireland.

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Evelyn adds Financial Planner in Surrey  

Wealth manager and Financial Planner Evelyn Partners has appointed Emma Rivers as a Financial Planner to help support the growth of the firm’s Guildford office.

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