Evelyn Partners

Evelyn Partners was created in September 2020 through the merger of Tilney and Smith & Williamson, and adopted its current brand on 14 June 2022. Its predecessor businesses give the group a long operating history, but Evelyn Partners itself is a post-merger firm.

The business now focuses on wealth management: financial planning, discretionary investment management, charity investment management, investment solutions for financial intermediaries and online investing through Bestinvest. Its client base includes individuals, families, entrepreneurs, professional-firm partners, charities and family trusts.

The former professional-services and fund-solutions divisions were separated or sold in 2025, leaving Evelyn Partners more narrowly focused on wealth management. NatWest Group completed its £2.7 billion acquisition of Evelyn Partners on 30 June 2026, combining it with NatWest's private-banking and wealth-management activities.