Latest Evelyn Partners News & Updates

See the latest news and media coverage for Evelyn Partners. We track all announcements, press releases, and industry mentions in real time, all in one place.

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

Last updated September 15

Latest news about Evelyn Partners

In short: Evelyn Partners completed its £2.7bn acquisition by NatWest Group, with leadership changes and streamlined operations.

Company announcements

September 15 Evelyn Partners

Evelyn Partners highlights upcoming tax changes for pensions and savings

Unused pension assets face inheritance tax from April 2027 while savings and property income rates rise by two percentage points.

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 1 Evelyn Partners

Evelyn Partners announces senior management changes post-NatWest acquisition

CEO Paul Geddes and CFO Alex Gersh will step down; Chris Kenny and Din Mustaffa will succeed them.

February 9 Evelyn Partners

Evelyn Partners announces NatWest Group acquisition agreement

The transaction awaits regulatory approval and expects completion in summer 2026. CEO Paul Geddes highlights shared vision for leading UK private banking and wealth management.

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 16 Professional Adviser

Evelyn Partners CEO and financial planning boss join Natwest executive committee

Evelyn Partners CEO Christoper Kenny and chief financial planning director Emma Sterland have joined the executive committee ...

July 1 Professional Adviser

Natwest and Evelyn Partners £2.7bn deal completes

NatWest Group has completed its £2.7bn acquisition of Evelyn Partners, creating what it describes as the UK's largest private banking and wealth management business.

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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