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With £55.8 billion of client assets under management, Evelyn Partners will be the only top ten UK wealth manager to have an office in Brighton. The move will help pave the way for further expansion of the leading integrated wealth management and professional services group in the South East.
Evelyn Partners, which was created from the merger of long-established firms Tilney and Smith & Williamson, is opening a new office in Brighton to support clients in Sussex. With £55.8 billion of client assets under management, Evelyn Partners will be the only top ten UK wealth manager to have an office in Brighton. The move will help pave the way for further expansion of the leading integrated wealth management and professional services group in the South East.
The new offices at Mocatta House, Trafalgar Place, in the heart of Brighton and just a few minutes from the train station, will provide working space for its professionals as well as a place to meet clients. The initial team located in the new Brighton office will be 12-strong but there is space for further growth. Evelyn Partners, has been actively expanding its teams of financial planners and investment managers during 2022 to support strong growth in demand for expert financial advice. Evelyn Partner’s clients include individuals, families, entrepreneurs, family-owned businesses and charities and it frequently works alongside other professionals including lawyers and accountants.
David Cummins, Managing Partner at Evelyn Partners commented: “We are really excited to be opening a new office on the south coast. Brighton is a fantastic city and is known for being home to many young entrepreneurs and professionals, but it has been underserved by national wealth management companies. This new office will give us an opportunity to fulfil our mission of ‘placing the power of good advice into more hands’ by growing our presence in the biggest metropolitan area along this part of the South Coast.”
Brian Owen, Financial Planning Director at Evelyn Partners, who will be based in Brighton, added: “During these uncertain times taking professional financial planning advice has never been more important. Brighton is a vibrant city and a highly desirable place to live and work where we already have many clients. Our new office in the heart of Brighton will provide a great working space for our team, while also allowing our clients, both new and existing, to meet our professional staff in a convenient location which is easy to reach from nearby towns and villages in Sussex.”
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
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