All press releases

Evelyn Partners appoints Sean Hagerty as an independent Non-Executive Director

Sean is an experienced senior executive in the financial services industry, whose career has spanned chief executive positions, senior strategy roles, product development, sales and marketing

Evelyn Partners International Sponsors Young Women’s Golf Sensation

Jersey athlete Anabelle Lucas-Villar says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game off the island

Evelyn Partners appoints Alex Gersh as new Chief Financial Officer

Markets and investors scarred as long-term US borrowing costs set for biggest spike since 1980s

Edward Park, Chief Asset Management Officer at wealth management firm Evelyn Partners, assesses the prospects for the global economy and financial markets after Trump’s tariffs pause.

Implications for UK’s pension savers of global market turmoil

Lessons and tips as pots come under attack from plunging asset values, derailing retirement plans

New tax year: First Bestinvest ISA account maxed out in full just 11 minutes into the 2025-26 financial year

First Bestinvest client to fund an ISA in full with £20,000 in the new 2025-26 tax year completed the transaction at 12.11am on Sunday, April 6  Bestinvest’s final ISA investment of the 2024-25 tax year came in 11.44pm on Saturday, April 5   The last new ISA account of 2024/25 tax year was set up at 11.25pm   Last account holder to max out their ISA allowance in full at the end of the 2024-25 tax year did so at 10.13pm  

How Trump’s tariffs bombshell could hit personal wealth in the UK

Possible impacts on inflation, interest rates, taxes, pensions and investments

Planet Organic founder Renée Elliott: ‘Build a business with values and trust yourself’

The American born entrepreneur shared her journey at an Evelyn Partners’ Entrepreneurial Minds event – from launching her organic grocery chain 30 years ago, to getting ‘pushed out’ and then buying it back in 2023

Evelyn Partners to complete the sale of Professional Services business to funds advised by Apax

Evelyn Partners Group Limited (“the Group”) will today complete the sale of its Professional Services business to funds advised by Apax Partners LLP (“Apax”), following the binding agreement reached on 25 November 2024.  

Evelyn Partners recorded an 11.8% rise in Adjusted EBITDA in 2024 and strategically repositioned to focus exclusively on wealth management

Evelyn Partners is pleased to report highlights of its 2024 financial results for its continuing business (excludes its Professional Services and Fund Administration businesses which are being sold). The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.

Evelyn Partners to host Personal Injury and Court of Protection Masterclass for Legal Practitioners