The company's private equity owners, Permira and Warburg Pincus, have appointed Evercore to facilitate the sale process.

Wealth manager Evelyn Partners, which oversees £63bn in assets for 150,000 UK families, is set to be sold for more than £2bn, ...

Permira and Warburg Pincus are targeting possible suitors, including NatWest and Royal Bank of Canada, as well as other ...

Evelyn Partners Index MPS (Managed Portfolio Service), which was launched into the UK financial adviser market in May, ...

Evelyn Partners was established in 2020 from the merger of Tilney and Smith & Williamson. As of 31 March 2025, the firm manages £61.9bn in assets.

The group rebranded to Evelyn Partners in 2022. During Permira’s ownership, its AUM increased from £5 billion ($6.3 billion; €6 billion) to £62.7 billion as of 30 September.

As the Club’s Official Wealth Management Partner, Evelyn Partners, who are entrusted with over £62 billion of assets across their portfolio, will work alongside City to support and empower ...

Evelyn Partners has sold its Fund Solutions business to Thesis Holdings. The company says that the sale will help it to focus on its wealth management activities. Paul Geddes, chief executive of ...

Samuel Tring is set to join Schroders Wealth Management multi asset trading team, focusing on private wealth, following three years at Evelyn Partners, The TRADE can reveal. His new role comes amid ...

The private equity owners of Evelyn Partners, one of the UK’s largest wealth managers, plan to sell the business and are ...

Alongside the sale of its Professional Services business, which completed on 31 March, the sale of Evelyn Partners Fund Solutions Ltd (EPFL) strategically refocuses Evelyn Partners on its wealth ...