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
Press contacts
Jason Hollands, Managing Director 020 3818 6664 / 07768 661382 Jason.Hollands@bestinvest.co.uk
Bestinvest is an award-winning, digital investment platform and coaching service for people who choose to make their own investment decisions but with the support of tools, insights and qualified professionals. It offers access to thousands of funds, investment trusts, ETFs and shares through a range of account types, including an Individual Savings Account, a Junior ISA for children, a Self-Invested Personal Pension and General Investment Account.
Alongside providing investors access to an extensive choice of investments, Bestinvest also offers a wide range of ready-made portfolios for people seeking a managed approach that suits their risk profile, saving them the need to select and monitor their funds themselves. These include a highly competitively priced ‘Smart’ range that invests through low-cost passive funds, as well as an ‘Expert’ range that invests with ‘best-of-breed' managers.
Bestinvest provides investors with a unique range of new features to help people better manage their long-term savings, including free investment coaching from qualified financial planners, low-cost fixed fee advice packages and advanced tools to help people plan goals and monitor progress towards achieving them.
Bestinvest is part of Evelyn Partners, the UK’s leading integrated wealth management group providing both financial planning and investment management. Evelyn Partners was created by the merger of Tilney and Smith & Williamson in 2020 and is trusted with the management of £68.6 billion of assets (as of 31 December 2025) by its clients, who are private investors, family trusts, entrepreneurs, charities, financial advisers and other professional intermediaries. Bestinvest is a trading name of Evelyn Partners Investment Management Services Limited, which is authorised and regulated by the Financial Conduct Authority. On 9 February 2026 it was announced that Evelyn Partners is to be acquired by NatWest Group Plc. The transaction is subject to regulatory approval and is expected to complete in the summer of 2026.
Press contacts
HLPress@hl.co.uk
Madhu Kalia, Interim Head of PR, Hargreaves Lansdown madhu.kalia@hl.co.uk
Alex Lambert, Senior Communications Manager, Hargreaves Lansdown Alex.Lambert@hl.co.uk
Kathryn Hudson, PR & Communications Manager, Hargreaves Lansdown Kathryn.hudson@hl.co.uk
Experts
Emma Wall, Chief Investment Strategist Anna Macdonald, Investment Strategy Director Helen Morrissey, Head of Retirement Analysis Derren Nathan, Head of Equity Research Matt Britzman, Equity Analyst Aarin Chiekrie, Equity Analyst Dominic Rowles, Head of ESG Research Clare Stinton, Senior Personal Finance Analyst Alice Haine, Head of Personal Finance