Wealth manager, bank-affiliated · London, United Kingdom
Evelyn Partners Asset Management Limited
Natwest Bank PLC (UK) · SEC-registered investment adviser · CRD 160376 · SEC 801-73364
At a glance
Evelyn Partners Asset Management Limited is an SEC-registered investment adviser based in London, United Kingdom, with $1.1 billion in regulatory assets under management as of its Form ADV filed August 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 460 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 1,465th of 8,915 wealth managers and 5,197th of 17,210 SEC-registered advisers by assets.
Main office +442071314000usa.evelyn.comAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among wealth managers
- #1,465 of 8,915
- Rank among all SEC RIAs
- #5,197 of 17,210
- Individual clients
- 460
- High-net-worth clients
- 169
- Accounts
- 466
- Discretionary
- 100% of AUM
- Employees
- 126
- Advisory staff
- 34
- Offices
- 2
Owners and executives on its Form ADV
- Charlotte N. DaviesGroup General Counsel
- Bindesh N. SavjaniChief Risk Officer & Group Head of Compliance
- Bahador N. MahvelatiChief Operating Officer
- Anne H. RichardsIndependent Non-Executive Director
- Mark M. RennisonIndependent Non-Executive Director
- Jakob N. StottIndependent Non-Executive Director
- Christopher J. KennyExecutive Director
- Muhammad N. MustaffaExecutive Director
- Patrice J. McDonaldIndependent Non-Executive Director
Custody and brokerage
5 custodians
- BNY Pershing$718M68%
- Northern Trust$249M24%
- Charles Schwab$85M8%
- Inspira Financial$5M<1%
- The Huntington National Bank$2M<1%
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Evelyn Partners Investment Management Services Limited and Evelyn Partners Investment Services Limited.
- Evelyn Partners Investment Management Services Limited
- Evelyn Partners Investment Services Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 169 | $576M | 54% |
| Pooled investment vehicles | 1 | $249M | 24% |
| Individuals | 291 | $118M | 11% |
| Corporations or other businesses | 5 | $116M | 11% |
Private funds
Evelyn Partners Asset Management Limited reports 1 private funds with $94M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Evelyn Partners Asset Management Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗usa.evelyn.com ↗
AtlasMembers
The full record on Evelyn Partners Asset Management Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,394 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
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Background
Questions
How much does Evelyn Partners Asset Management Limited manage?
Evelyn Partners Asset Management Limited reports $1.1 billion in regulatory assets under management across 466 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
What kind of firm is Evelyn Partners Asset Management Limited?
Evelyn Partners Asset Management Limited is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Evelyn Partners Asset Management Limited’s clients?
By assets, its largest client types are high-net-worth individuals ($576 million, 169 clients); pooled investment vehicles ($249 million, 1 clients); individuals ($118 million, 291 clients).
Does Evelyn Partners Asset Management Limited manage private funds?
Yes. It reports 1 private funds with $94 million in gross assets, including other private funds.
Does Evelyn Partners Asset Management Limited have any disciplinary history?
Evelyn Partners Asset Management Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Evelyn Partners Asset Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →