With £55.8 billion of client assets under management, Evelyn Partners will be the only top ten UK wealth manager to have an office in Brighton. The move will help pave the way for further expansion of the leading integrated wealth management and professional services group in the South East.
The new offices at Mocatta House, Trafalgar Place, in the heart of Brighton and just a few minutes from the train station, will provide working space for its professionals as well as a place to meet clients. The initial team located in the new Brighton office will be 12-strong but there is space for further growth. Evelyn Partners, has been actively expanding its teams of financial planners and investment managers during 2022 to support strong growth in demand for expert financial advice. Evelyn Partner’s clients include individuals, families, entrepreneurs, family-owned businesses and charities and it frequently works alongside other professionals including lawyers and accountants.
David Cummins, Managing Partner at Evelyn Partners commented: “We are really excited to be opening a new office on the south coast. Brighton is a fantastic city and is known for being home to many young entrepreneurs and professionals, but it has been underserved by national wealth management companies. This new office will give us an opportunity to fulfil our mission of ‘placing the power of good advice into more hands’ by growing our presence in the biggest metropolitan area along this part of the South Coast.”
Brian Owen, Financial Planning Director at Evelyn Partners, who will be based in Brighton, added: “During these uncertain times taking professional financial planning advice has never been more important. Brighton is a vibrant city and a highly desirable place to live and work where we already have many clients. Our new office in the heart of Brighton will provide a great working space for our team, while also allowing our clients, both new and existing, to meet our professional staff in a convenient location which is easy to reach from nearby towns and villages in Sussex.”
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/
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.
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