Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the continued expansion of its presence in the North West with the completion of a deal that will see the team from boutique wealth manager Millen Capital join its Liverpool office.
Millen Capital was established by Angus Millen in 1999 to provide a comprehensive wealth management service to successful professionals and business owners. The deal will see a total of five people move across from Millen Capital to Evelyn Partners. Millen Capital’s Founding Partner, Angus Millen, joins Evelyn Partners along with Chartered Wealth Manager Gareth Lyttle CFA, Certified Financial Planner and Chartered Wealth Manager Vicki Harper, and experienced Administrators Linda O’Neill and Ruby Leigh.
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners. Under these deals Evelyn Partners acquires the assets of the business and there is an orderly transition of both staff and clients to Evelyn Partners.
Evelyn Partners, which was created from the merger of Tilney and Smith & Williamson in 2020, has deep roots in Liverpool with the former company having been founded in Liverpool in 1836. Based in the iconic Liver Building on the waterfront, the Liverpool office provides clients with financial planning and investment management services.
Richard Dawes, Head of Strategic Partnerships at Evelyn Partners, commented “I’m delighted that Angus and the team are joining Evelyn Partners. This is the tenth deal in our adviser succession scheme which provides business owners with a long-term home for their clients and team. Clients will continue to enjoy an excellent, personalised service from the team while at the same time benefiting from our unrivalled range of bespoke service and the heavy investments we have made to technology.”
Jonathan Waddington, Regional Managing Partner – North at Evelyn Partners, commented: “This agreement recognises our ambition to continuing growing our wealth management business in the North West. Clients can be assured they will continue to benefit from the high-quality, personalised service they have enjoyed at Millen Capital while also benefitting from the investments we have made in our proposition and technology. I look forward to welcoming the team and clients of Millen Capital to our Liverpool office.”
Angus Millen, Founding Partner of Millen Capital added: “I've long admired Evelyn Partners’ approach, service ethic and performance and I'm proud they found the same values here at Millen Capital after approaching us about a potential collaboration. Their extensive experience and financial rigour provide me with great comfort, particularly during these turbulent economic times. Evelyn Partners’ additional skills and expertise will complement our own and ensure we continue to nurture, preserve, and grow our clients’ wealth. We are excited for the future and look forward to continuing to serve our clients in our new home.”
ENDS
Disclaimer
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back, in total, the original amount invested. Past performance is not a guide to future performance. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Group Limited and any subsidiary of Evelyn Partners Group Limited from time to time.
© Evelyn Partners Group Limited 2023
Evelyn Partners is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://www.evelyn.com/
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