An update on our separation from our Professional Services business
The changes we have made
In November 2024, we announced that we had decided to separate our Professional Services and Wealth Management businesses. These businesses had operated as independent firms over recent years with separate management teams and, at times, different shareholders.
This separation is now complete. Our Professional Services business has transitioned over to new ownership and will be known as S&W. This change will allow us, as Evelyn Partners, to focus our strategy and expertise on our core activities of investment management and financial planning, continuing to deliver the high-quality service our clients expect.
S&W and Evelyn Partners will continue to work together to support mutual clients, even though the businesses will be under separate ownership. For more information on how we will support mutual clients, please get in touch.
You can read the press release here.
