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 Group has agreed to sell its fund solutions arm, operated by EPFL, to Thesis Holdings. The deal is expected to complete in the first half of 2025.

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 ...

(l-r): David Fort (Haines Watts), Rick Chana (Evelyn Partners), Donna Bulmer (Haines Watts), Antony Sassen (Haines Watts), Tom Shave (Evelyn Partners), James Sutton (Haines Watts), Fiona Cresswell ...

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 ...

Evelyn Partners has strengthened its North West presence after acquiring the assets of a Liverpool-headquartered wealth management firm, as part of its succession planning scheme for business owners.

Evelyn Partners has expanded its exposure to "compelling" government bonds, in its latest re-balance of portfolios. The firm's core managed portfolio system (MPS) will reduce its corporate bonds ...

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 ...