CLA and Evelyn Partners announce new global organisation

CLA

CLA Global is expected to rank among the Top 15 global accounting and advisory organisations in the world, based on fee income.

Today, CLA (CliftonLarsonAllen LLP), the 8th largest accounting firm in the United States, and Evelyn Partners, the UK’s leading integrated wealth management and professional services group, announced the formation of a new multinational organisation — CLA Global Limited (CLA Global) — of which CLA and Evelyn Partners are founding members.

CLA Global is significant to the broader industry, filling a gap among top global organisations with its keen focus on fast-growing, innovative, and dynamic middle-market cross-border businesses, while also concentrating on assisting international public interest and listed entities.

“This is the next generation of growth for us,” said Jen Leary, CEO, CLA. “We saw an opportunity to collaborate and build a global organisation different from any other in our world today. We are fundamentally investing in our people, giving them opportunities on a grander scale. What we are creating is exciting for our clients and our team.”

Together, CLA Global network firms CLA and Evelyn Partners — which was created from the merger of Tilney and Smith & Williamson — provide services to more than 10,000 international clients operating in more than 100 countries. This size and reach is expected to elevate CLA Global as a top 15 global accounting and advisory organisation.

CLA Global expects to announce additional high-profile counterparts and member firms in 2022.

“There are many synergies between CLA and Evelyn Partners,” said Andrew Wilkes, incoming chief professional services director, Evelyn Partners. “Both of our firms are energised by working with private clients and their business interests and invest a lot in creating opportunities to grow our clients and our people.”

CLA Global officially launches on July 1, 2022. Joe Kask from CLA and Sancho Simmonds from Evelyn Partners make up the office of the CEO for CLA Global.

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Media contact

Rebecca Morpeth Spayne,
Editor, Security Portfolio
Tel: +44 (0) 1622 823 922
Email: editor@securitybuyer.com

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