Evelyn Partners' H1 2024 AUM hits £62.2bn, up 13.3% YoY, driven by investment performance, market movements, and acquisitions.
Evelyn Partners, formed by Tilney and Smith & Williamson, reported a record £62.2bn in assets under management (AUM) for H1 2024, a 13.3% year-on-year increase. This was attributed to strong investment performance, positive market movements, and successful acquisition integration. Adjusted EBITDA increased 18.3% to £103.9m, and the firm anticipates strong demand for financial advice in the second half of the year.
August 13, 2024
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