PK Group appoints Evercore Pan-Asset

Written on the 7th of December 2009

Passive fund management service to further enhance the group’s financial management offering.

PK Group is pleased to announce the appointment of Evercore Pan-Asset (EPA), as part of its ongoing commitment to providing the highest possible level of financial planning services to high net worth individuals.

EPA will provide a passive fund management service to PK Group’s clients, from December 2009 onwards. PK Group’s clients will now be able to allocate a portion of their wealth to be managed by Evercore.

EPA, chaired by John Redwood (Conservative MP and former Director of Robert Fleming and NM Rothschild), has a proven track record in asset management and is renowned for its ‘bigger picture’ views on the likely performance of an asset. Their investment universe covers over 30 asset classes across all geographic regions and a dedicated team will constantly monitor each asset class to find the best investment opportunities from around the world.

This strategic partnership will enable high net worth individuals to benefit from the financial planning expertise of PK Group, combined with the highly regarded investment skills of EPA.

The appointment of EPA is part of PK Group’s pledge to provide a best-in-class level of service in financial planning, through a combination of expert advice, innovative technology and strategic partnerships, thereby giving clients the ultimate control over their assets and wealth.

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About PK Group | http://www.pkgroup.co.uk

PK Group is a fast-growing, London-based, firm of financial architects.

As one of the leaders of the new generation of financial services companies, we are dedicated to using our financial experience and expertise to help grow and protect our clients' businesses, income and wealth. PK Group solves the financial problems of individuals and companies by providing financial and tax planning, wealth management, accountancy and corporate finance services.

For more information or news about PK Group, please visit:

http://www.pkgroup.co.uk or contact us on +44 (0) 20 8334 9953

The services of PK Group are conducted by PK Partners LLP, PK Financial Planning LLP and PK Corporate Finance LLP.
PK Partners LLP is a limited liability partnership registered in England and Wales No. OC304787
Registered by the Institute of Chartered Accountants in England and Wales to carry out company audit work.
PK Financial Planning LLP is a limited liability partnership registered in England and Wales No. OC303592
PK Financial Planning is authorised and regulated by the Financial Services Authority

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About Evercore Pan-Asset

Pan-Asset Capital Management was launched in late 2007, and in July 2008 announced a partnership with Evercore Partners. The company was set-up by three experienced investors: John Redwood (Conservative MP and former Director of Robert Fleming and NM Rothschild), the late Robert Brown (former Chief Executive of Sarasin Chiswell) and Christopher Aldous (former Chief Executive of Absolute Fund Management). Evercore Pan-Asset is unusual amongst asset managers in the UK in placing asset allocation and index-tracking with ETFs at the heart of its investment process. They have been joined by Guy Davies (former Head of Charities and Philanthropy at Barclays Wealth) who leads Evercore Pan- Asset’s provision of asset allocation advisory and investment management services to charities.