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EVELYN PARTNERS ASSET MANAGEMENT LIMITED
Legal name: NATWEST BANK PLC (UK)
CRD 160376File 801-73364
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$1.06B
Clients
466
466 accounts
Employees
126
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 29, 2012
- Principal office
- 45 GRESHAM STREET, LONDON, EC2V 7BG
- Phone
- 442071314000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 466
- Non-discretionary accounts
- 0
- Total accounts
- 466
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $116.4M |
| High net worth individuals | 169 | $575.8M |
| Pooled investment vehicles | 1 | $249.4M |
| Individuals (other than high net worth individuals) | 291 | $117.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.