Evelyn Completes Sale of Fund Solutions Business to Thesis

Evelyn completes sale of fund solutions business to Thesis

Financial Planner and wealth manager Evelyn Partners has completed the sale of its fund solutions business to collective investment scheme manager Thesis for an undisclosed amount. The deal sees 75 staff who support the Evelyn Partners Fund Solutions Limited business, mainly based in Glasgow, transfer across to Thesis. EPFL provides fund governance and administration services to UK domiciled

Evelyn closes sale of fund solutions business to Thesis

Evelyn Partners Group has finalised the sale of its fund solutions business, managed by Evelyn Partners Fund Solutions (EPFL), to Thesis Holdings. The transaction follows the earlier disposal of its Professional Services business on 31 March, marking a strategic shift for Evelyn towards concentrating on its wealth management operations. In January this year, Thesis first signed a deal to acquire the fund solutions business from Evelyn. The acqui…

Evelyn Partners divestment creates £50bn asset business

Evelyn Partners Group has sold its fund solutions business, operated by Evelyn Partners Fund Solutions Limited, to Thesis Holdings. Alongside the sale of its professional services business – which completed on 31st March – the divestment of EPFL strategically refocuses Evelyn Partners on its wealth management activities.  For Thesis, the acquisition means the enlarged independent fund governance and administration business will manage 330 funds …

Evelyn Partners sells Fund Solutions business to Thesis

Evelyn Partners Group has completed the sale of its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (EPFL), to Thesis Holdings Limited (Thesis). The deal follows the sale of its professional services business which completed on 31 March. The company said in a statement that today’s sale of EPFL now “strategically refocuses” Evelyn Partners on its wealth management activities. For Thesis, the acquisition means the enla…

Evelyn Partners sells funds solutions business to Thesis

Evelyn Partners hires Catherine Kirchmann from Investec W&I

Catherine Kirchmann has joined Evelyn Partners as partner in the investment management team based in the London office. With over 25 years’ experience working in London and Hong Kong, Kirchmann has been supporting high-net worth clients at Investec Wealth & Investments around the world. She was latterly co-head of its private office and CEO of its Guernsey business, and also set up its wealth management business in HK. Before that, she was portf…