All press releases

Tax rises or spending cuts: What might be in the Spring Statement?

Fiscal pressures on the Chancellor grow

Evelyn Partners ties up with Empower Padel to encourage more women to harness the benefits of team sport

Get pensions, investments, cash savings and gifting in shape for tax-year end

Savers should make sure they are using their tax exemptions and reliefs before 6 April with these eight action points

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 International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

Evelyn Partners ramps up partnership with Alfred Dunhill Padel Classic at The Hurlingham Club

Evelyn Partners has strengthened its commitment to event – one of the world’s finest celebrity pro-am padel tournaments – with a multi-year tie-up.

Evelyn Partners Group Limited Trading update for the three months ended 31 December 2024

Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high. 

Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub

New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system.

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 becomes lead partner for Chalke History Festival

Multi-year tie-up taps into wealth manager’s quest to evaluate the past to guide clients on ‘what’s next’ for their money.

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.