The business’ trading update for the three months ended 31 March 2025 showed gross inflows of £2bn, 11.1% higher than the same quarter last year (Q1 2024: £1.8bn). This is equivalent to an annualised growth rate of 12.7% based on opening assets.
Its gross outflows were £1.7bn and withdrawals continued to be elevated, which Evelyn Partners attributed to the macroeconomic and fiscal environment, but net flows remained positive at £345m, which was slightly ahead of Q1 2024 (£266m).
Evelyn Partners names Alex Gersh as CFO
Evelyn Partners’ assets under management (AUM) were £61.9…
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