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Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its business tax team with the appointment of Jonathan Balcombe as a partner focusing on tax advice for private equity-backed companies and their stakeholders.
Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its business tax team with the appointment of Jonathan Balcombe as a partner focusing on tax advice for private equity-backed companies and their stakeholders.
Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its business tax team with the appointment of Jonathan Balcombe as a partner focusing on tax advice for private equity-backed companies and their stakeholders.
Jonathan joins Evelyn Partners from EY where he worked for more than 18 years and was most recently a partner providing advice and support to private equity-backed and fast-growth companies. Prior to his advisory role in EY's business tax services team in London, he spent ten years working in M&A carrying out due diligence, tax structuring, tax modelling, and tax review of legal documentation; and leverages his extensive experience across all stages of the transaction life-cycle in his advice.
Sian Steele, head of tax at Evelyn Partners commented: “I am delighted to welcome Jonathan to Evelyn Partners. We invested heavily in expanding our professional services team in 2022 and it is great to be able to start the new year by announcing this important senior appointment. Jonathan has extensive experience working with fast-growth companies which I am confident will prove valuable to clients as we continue to grow our business tax practice.”
Jonathan added: “I love working with ambitious, fast-growth companies and their management teams, and so it is particularly exciting to be joining Evelyn Partners - the dynamism and potential of this firm is inspiring. I'm especially looking forward to working closely with our rapidly expanding transactions business in order to provide top quality support to PE-backed companies at every point of their life-cycle.”
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.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details
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