Evelyn Partners

Dan Caps

Wealth Management

Dan Caps

Lead manager – Index MPS

clock 25 March 2026 • 1 min read
Private investors' share of investment trusts jumps to 27%

Investment Trusts

Private investors' share of investment trusts jumps to 27%

Report from the AIC

clock 23 February 2026 • 3 min read
Schroders to retain wealth management business after Nuveen's £9.9bn takeover

Asset Managers

Schroders to retain wealth management business after Nuveen's £9.9bn takeover

Richard Oldfield confirms

clock 23 February 2026 • 2 min read
Deep Dive: Active ETF boom 'nowhere near the ceiling' as asset managers jostle for territory

ETFs

Deep Dive: Active ETF boom 'nowhere near the ceiling' as asset managers jostle for territory

European ETF industry hits $3trn AUM

clock 20 February 2026 • 3 min read
Investment industry's race for scale to accelerate in wake of Schroders and Evelyn Partners takeovers

Companies

Investment industry's race for scale to accelerate in wake of Schroders and Evelyn Partners takeovers

Fund management bifurcates

clock 17 February 2026 • 4 min read
Friday Briefing: A big week but not the one we were expecting

Investment

Friday Briefing: A big week but not the one we were expecting

Friday Briefing

clock 16 February 2026 • 3 min read
NatWest profits surge amid wealth management push

Companies

NatWest profits surge amid wealth management push

Following Evelyn Partners deal

clock 13 February 2026 • 2 min read
NatWest deal for Evelyn Partners a harbinger as banks eye 'lucrative' advice returns

Companies

NatWest deal for Evelyn Partners a harbinger as banks eye 'lucrative' advice returns

May spur firms on to seek 15x EBITDA

clock 10 February 2026 • 4 min read
NatWest CEO outlines financial planning focus following Evelyn Partners deal

Companies

NatWest CEO outlines financial planning focus following Evelyn Partners deal

Also highlights ‘significant’ Bestinvest opportunity

clock 09 February 2026 • 4 min read
Evelyn Partners sold to NatWest in £2.7bn deal

Companies

Evelyn Partners sold to NatWest in £2.7bn deal

Permira and Warburg Pincus

clock 09 February 2026 • 2 min read
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