The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

Evelyn Partners
Wealth management and professional services group Evelyn PartnersEvelyn Partners has appointed two new business development managers to help support the continued growth of its IFA business. Ben Sims (main picture) and Joe Sheehan (pictured below) are joining the team to cover Central London and key national accounts respectively.

Sims spent nine years in the business development team working with financial advisers of LGT Wealth Management. Sheehan is an experienced relationship and development manager with over 20 years’ asset management experience. Most recently he was regional investment director at BNY Investments where he worked with financial advisors and investment specialists in the Midlands and Wales.


Joe Sheehan

The growing UK IFA team at Evelyn Partners now works with some 800 IFA firms across the country. Evelyn Partners offers several investment solutions to clients and their advisors, as well as Sustainable MPS, the range includes the Active MPS which makes use of investment companies and has no fixed re-balancing date, and Core MPS which has a lower cost basis, fixed re-balancing and is available on most UK platforms.

“We are focused on bringing in experienced hires who have a great track record of working with IFAs,” Craig Wright, head of UK IFA Services at Evelyn Partners, said. “As part of our strategy of supporting the IFA market with MPS and DFM services we are continuing to recruit and will have further announcements in coming months. I look forward to working closely with Ben and Joe as we give more IFA firms access to our high-quality investment solutions.”