Evelyn Partners is the UK’s leading integrated wealth management group, created following the merger of Tilney and Smith & Williamson in 2020. Evelyn offers both expert financial planning and investment management which together provide clients with a holistic, joined up Total Wealth Management service. With c£69 billion of assets under management (as at 31 December 2025), it ranks as the third largest UK wealth manager in terms of discretionary and advised assets. It has a network of offices across 21 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Evelyn Partners offers an extensive range of financial services to individuals, family trusts, intermediaries and charities. Clients include entrepreneurs, partners of professional services firms and C-suite executives. It also owns the multi-award winning direct-to-consumer DIY investing and coaching platform Bestinvest, which offers a Stocks & Shares ISA, Junior ISA, SIPP, General Investment Accounts and free investment and financial coaching sessions delivered virtually.

On 9 February 2026 it was announced that NatWest Group Plc is to acquire Evelyn Partners. The transaction is subject to regulatory approval and is expected to complete in the summer of 2026.

Media contacts:

Investment and markets commentary, ISAs, pensions, VCTs and EIS, as well corporate communications: Managing Director Jason Hollands - jason.hollands@evelyn.com

Financial planning, investment management, pensions + retirement finances, inheritance tax + estate planning, tax planning: Senior Public Relations Manager Adrian Lowery - adrian.lowery@evelyn.com

Bestinvest: Commentary on ISAs, SIPPs, savings, mortgages, house prices, household + family finances and consumer finance issues: Personal Finance Analyst - alice.haine@bestinvest.co.uk