Evelyn Partners' holdings reach new peaks under scrutiny of potential tax inspections
Evelyn Partners Reports Strong First Half of 2025
Wealth management firm Evelyn Partners has reported a successful first half of 2025, with significant growth in assets under management (AUM) and inflows. According to Paul Geddes, chief executive of Evelyn Partners, the firm added £0.4bn to its AUM, reaching a record high of £64.6bn.
The growth can be attributed to strong inflows, with gross inflows amounting to £3.7bn, a seven per cent increase from £3.5bn in 2024. Net flows also saw a substantial increase, reaching £692m, a 62 per cent jump from £427m in the same period last year.
Evelyn Partners announced new initiatives in May 2025, aimed at expanding its presence in the financial adviser market and better supporting a broader range of clients. These initiatives include the launch of a new Cash & Cautious Bond strategy and a low-cost index managed portfolio service.
The Cash & Cautious Bond strategy encompasses bonds, cash, gilts, and stocks, providing a spectrum of investment options to cater to various risk appetites. The low-cost index managed portfolio service, on the other hand, offers a cost-effective solution for investors.
Paul Geddes commented, "Against a backdrop of global macroeconomic uncertainty and outbreaks of market volatility, we've had a good performance to date in 2025." He further stated that the success of the business is a testament to its strength, scale, and UK-wide presence.
The new initiatives are part of Evelyn Partners' ongoing efforts to provide clients with valued expert advice and investment management. They are designed to help clients navigate changes to the tax system and market adjustments, ensuring that their investments remain secure and profitable.
In addition to these new initiatives, Evelyn Partners completed the sales of its Professional Services and Fund Solutions businesses during the first half of 2025. The firm is now focusing on its core wealth management business, with the aim of continuing its growth trajectory in the latter half of the year.
While the name of the CEO (Vorstandsvorsitzender) of Evelyn Partners in the mentioned time frame is not provided in the search results, the firm's success underscores its commitment to delivering high-quality financial services to its clients.
