Who's Moving Where In Wealth Management? – Ocorian, Evelyn Partners

Editorial Staff

15 August 2022

Ocorian
, a wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced that a team from Buckinghamshire-based financial advisors 2hWealthcare will be joining the firm.

Steve Wilson, managing partner and founder of 2hWealthcare, is joining Evelyn Partners as part of a four-strong team through the group’s succession programme. The scheme, which was launched by Evelyn Partners in late 2021, gives financial advisors approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition.

2hWealthcare, which is based in Beaconsfield and was established more than 20 years ago, provides financial planning and investment advice to individuals and corporate clients. As part of the agreement, Wilson, a fellow financial planner and two support staff will join Evelyn Partners.

Welcoming the move, Richard Dawes, head of strategic partnerships at Evelyn Partners, said: “We are continuing to see considerable interest in our succession programme as advisors approaching retirement look to provide a new home for their staff and clients. With our scheme, clients benefit from the investments we have made in our proposition and technology.”

Wilson added: “I have been extremely impressed by the way Evelyn Partners has approached the integration of our businesses and am excited at the potential for the future.”

Evelyn Partners has £52.7 billion ($64.5 billion) of assets under management as at 30 June 2022, ranking as the second largest UK wealth manager measured by EBITDA, with offices across 26 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands.