Evelyn Partners

Evelyn Partners, the UK wealth management firm entrusted with over £62 billion of assets by its clients, has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.

Wealth management and professional services firm Evelyn Partners has appointed Charlotte Platts as regional managing partner for its financial planning business across Scotland, Northern Ireland, and Northern England. Ms Platts will be joining the wealth management group, which oversees £

Evelyn Partners, the wealth management and professional services group, has revealed the continued expansion of its presence in Scotland with the completion of a deal that will see the team from PPM Wealth join its Glasgow office. PPM Wealth is a client focused Glasgow-based boutique wealth manager

Evelyn Partners has bolstered its Edinburgh office with the appointment of Duncan Arthur as financial planning director. Mr Arthur is highly experienced and holds the coveted Chartered Financial Planner status. He joins from Blackadders Wealth Management in Dundee where he was director of financial

Evelyn Partners, wealth management and professional services group, has appointed David Rankin as the new managing partner covering its Edinburgh and Aberdeen offices.

In its biggest commercial property deal since the onset of the Covid-19 pandemic, DM Hall has secured the lease of 30,000 square feet of offices at 177 Bothwell Street on behalf of wealth management and professional services group, Evelyn Partners. The business, formed from the long-established and

Integrated wealth management and professional services group Evelyn Partners has announced that it has agreed terms for new landmark offices in Glasgow.

Wealth management and professional services group, Evelyn Partners, has announced that Callan Anderson, the founder and owner of boutique financial planning business Equilibrium Financial Consultancy, will be joining its Glasgow office. Mr Anderson, who has run Glasgow-based Equilibrium for the past

Tilney Smith & Williamson, the wealth management and professional services group, which is re-branding to Evelyn Partners this summer, has strengthened its presence in Scotland by welcoming Capital Risk Management’s 10-strong team to its Edinburgh office, as well as the owner of Capital Ri