Latest Evelyn Partners News & Updates

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Evelyn Partners

Wealth management and financial planning firm

evelyn.com

Headquarters: London, United Kingdom
Company type: Private company
Number of employees: 2,000–5,000
Industry: Investment Management & Fund Operators

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Latest news about Evelyn Partners

In short: Evelyn Partners was acquired by NatWest Group for £2.7 billion, leading to executive transitions and its integration with Coutts.

Company announcements

July 16 Evelyn Partners

Evelyn Partners confirms executive appointments after NatWest acquisition

Emma Sterland and Christopher Kenny join NatWest's PBWM executive committee as MDs.

July 2 Evelyn Partners

Evelyn Partners explains new ISA rules effective 2027

Cash ISA allowance reduced to £12,000 for under-65s, with 22% charge on cash interest within investment ISAs.

July 1 Evelyn Partners

Evelyn Partners announces NatWest Group's acquisition completion

The deal received regulatory approvals, uniting Evelyn Partners with Coutts under NatWest's wealth management business.

June 26 Evelyn Partners

Evelyn Partners discusses new pension inheritance tax rules

The new rules may create practical challenges for estate administration beyond the tax cost, prompting a review of pension arrangements.

Media coverage

July 31 Kalkine Media

NatWest Group (NWG) Announces H1 2026 Profit of £3,035m and Finalizes £2.2bn Evelyn Partners Acquisition

The bank reported operating profit before tax of £4,318m and profit attributable to ordinary shareholders of £3,035m, both up on the prior year. The announcement...

July 22 TradingView

REG - Evelyn Partners Grp Picton Property Inc. LondonMetric Schroder Real Estate - Form 8.3 - PICTON PROPERTY INCOME LIMITED — TradingView News

RNS Number : 4507N Evelyn Partners Group Limited 22 July 2026 FORM 8.3DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule...

July 1 Yahoo Finance

NatWest finalises £2.7bn deal to acquire Evelyn Partners

NatWest Group has completed its purchase of British wealth manager Evelyn Partners, valuing the business at £2.7bn ($3.6bn). The deal was announced in February this...

June 3 MSN

NatWest buys Evelyn Partners in $3.7 billion deal

On Monday, NatWest Group NWG disclosed the acquisition of Evelyn Partners for an enterprise value of 2.7 billion pounds (around $3.7 billion). This strategic move...

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