Evelyn Partners has acquired boutique wealth management firm Dart Capital, which holds £739m in assets under management.
The City of London firm was founded in 1987 and underwent a management buyout in 2008. At that time, Dart had £120m in assets. The firm is led by chief executive Richard Whitehead and employs 19 staff who provide advice and discretionary fund management services to "a high-quality client base". Evelyn Partners appoints Paul Geddes CEO "Richard and his team have built an impressive business over many years that supports a top-tier client base. We are delighted that they have chosen to become part of Evelyn Partners at an exciting time of growth and development for the group," said E...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
