Assets at Evelyn Partners hit a record high amid tax raid speculation

Evelyn Partners sees assets hit record high ahead of IHT changes

Wealth management giant Evelyn Partners saw strong gross inflows of £3.7bn in the first half of this year, taking its assets under management (AUM) to a record high of £64.6bn, up from £62bn last year. Net flows were £692m, a hefty 62.1% higher than the £427m recorded over the same period last year. “Against a backdrop of global macroeconomic uncertainty and outbreaks of market volatility, we’ve had a good performance year to date in 2025 while …

Evelyn Partners: Update on AUM and asset flows for the six months ending 30 June 2025 - Wealth DFM

Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion. Their Chief Executive, Paul Geddes, has shared his thoughts. Paul Geddes, Chief Executive, commented: “Against a backdrop of global macroeconomic uncertainty and outbreaks of market volatility, we’ve had a good performance year to date in 2025 while also successfully completing the sales of our Professional…

Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025 - IFA Magazine

Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion. Their Chief Executive, Paul Geddes, has shared his thoughts. Paul Geddes, Chief Executive, commented: “Against a backdrop of global macroeconomic uncertainty and outbreaks of market volatility, we’ve had a good performance year to date in 2025 while also successfully completing the sales of our Professional…

Assets at Evelyn Partners hit a record high amid tax raid speculation

Evelyn Partners has maintained its run of strong inflows, as speculation about pension changes drives customers to seek wealth management advice. The wealth management firm generated £3.7bn of gross inflows in the first half of the year, a seven per cent jump from the £3.5bn recorded in 2024. Assets under management (AUM) reached a record high of £64.6bn, up from £62bn. Net flows reached £692m, a staggering 62 per cent higher than the £427m reco…