Evelyn Partners gathered a record £3.1bn net inflows over 2023, as assets under management and advice grew to an all-time high of £59.1bn.
In a trading update this morning (31 January), the firm reported gross inflows of £7.8bn last year, compared to £5.4bn in 2022. Gross inflows of £2.1bn were recorded in the fourth quarter alone, up 50% compared to the same quarter in the previous year. Evelyn Partners appoints Paul Geddes as CEO The firm attracted £700m net inflows over the quarter, which combined with positive market movements of £2.7bn contributed to 6.1% AUMA growth over the period to a record £59.1bn. Group CEO Paul Geddes, who was appointed in June last year, said that Evelyn Partners' focus for financial serv...
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