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The company provides wealth, accountancy and business advisory services to individuals and businesses, including financial planning, investment management, personal and business tax, risk advisory, and fund administration. [21] [22] [23] It operates offices in 26 cities in the UK, as well as in the Republic of Ireland, and the Channel Islands.
Wealth Management: Number of employees. 1,000 (2017) Subsidiaries: Bestinvest: Website: ... and the enlarged firm was rebranded as Evelyn Partners in 2022. [2] History
[11] [12] [13] Nexia Smith & Williamson Audit Limited was renamed CLA Evelyn Partners Limited. [14] In May 2022, the firm announced the acquisition of two Scotland based financial adviser and asset management companies, Capital Risk Management and MP2 financial. The acquisition was processed with the aim of expanding the organisation’s reach ...
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O'Connell is a partner for London based wealth management firm, Evelyn Partners. He is based in London, and operates as a partner within restructuring and recovery. He is a qualified, chartered accountant. [3]
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Bestinvest remained as a separate brand focusing on execution-only investing whilst Tilney was introduced as a brand focusing on Investment Management and Financial Planning. [8] In June 2022, following Tilney's merger with Smith & Williamson, [9] the group rebranded to Evelyn Partners. Bestinvest was retained as a separate brand. [10]
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