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

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

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

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

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

Permira has owned Evelyn Partners, formerly known as Tilney Smith & Williamson, since 2014, funding its growth from a 5 billion pound wealth manager to a financial group overseeing 55 billion ...

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.

Evelyn Partners Limited has increased its voting rights in Ashoka Whiteoak Emerging Markets Trust Plc to 19.1009% from a previous 18.01768%.

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 ...

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.

UK’s professional services firm Evelyn Partners revealed “a significant move to strengthen its Forensic Services team with the appointment of Annabel Kerley FCA as Head of Fraud and Financial ...

CliftonLarsonAllen, a Top 10 Firm, is forming CLA Global Limited in collaboration with Evelyn Partners, a U.K.-based wealth management group. CLA Global aims to provide services to more than 10,000 ...