All press releases
Bestinvest's Spot the Dog report: Number of ‘paw-performing’ funds remains at 137 but level of investor’s wealth jumps to £67.4bn
Bestinvest’s latest snapshot of consistently underperforming investments finds 137 equity funds* - the same tally as the last edition – ranked as ‘Dog’ funds. However, the level of investors’ wealth held by the misbehaving mutts jumped 26% to £67.44 billion from £53.42bn in the last edition
Evelyn Partners names Bids Mahvelati as new Chief Operations Officer
Evelyn Partners is pleased to announce that Bahador (“Bids”) Mahvelati is to join the firm in March as Chief Operations Officer and a member of the Group Executive Committee as the business refocuses exclusively on wealth management*. The appointment is subject to regulatory approval.
Evelyn Partners announces the sale of its Fund Solutions business to Thesis
Evelyn Partners Group Limited (“the Group”) announces that it has entered into an agreement to sell its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (“EPFL”), to Thesis Holdings Limited (“Thesis”) for an undisclosed sum. The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.
Evelyn Partners team completes sale of PSG SIPP Limited’s Unity SIPP to Pathlines Pensions
The Joint Administrators of PSG SIPP Limited - Adam Stephens and Chris Allen of Evelyn Partners LLP - are pleased to announce that the sale of the Unity SIPP business to Pathlines Pensions (formerly London & Colonial) completed.
