Evelyn Partners Email Format
Financial ServicesEngland, United Kingdom1001-5000 Employees
Evelyn Partners is a UK-based wealth management firm within the financial services sector, providing integrated financial planning and investment management for clients. Its approach centers on a client-facing team of financial planners and investment managers who aim to understand what matters to each client and help them progress toward their goals. Across 21 offices, the firm manages assets totaling £69 billion. In June 2026, Evelyn Partners announced leadership changes ahead of a planned takeover by NatWest, with the chief executive and chief financial officer stepping down upon completion. The leadership changes reflect ongoing strategic realignment around the NatWest transaction.