Announced
Completed
Synopsis
Evelyn Partners, a provider of wealth management, professional services, online investing and fund solutions, completed the acquisition of Millen Capital, a provider of investment research, wealth and portfolio management, financial planning, and other services. Financial terms were not disclosed. "The bringing together of two wealth management firms in the city that have shared values and ambitions to grow their combined client base makes perfect sense and we were pleased to provide guidance throughout the process. Liverpool has a strong and growing reputation for wealth management and we wish the team from Millen Capital every success in their new home," Phil Wallbank, Millen Capital Legal Director.
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