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 Oct 1, 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
Website: https://usa.evelyn.com/evelyn-partners-usa/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	89	126	increased by37
Apr 1, 2026	Clients	457	466	increased by9
Apr 1, 2026	AUM	$1,213,158,729	$1,059,392,636	decreased by$153,766,093
Apr 1, 2026	Accounts	458	466	increased by8
May 1, 2025 vs Oct 1, 2022	Employees	196	89	decreased by107
May 1, 2025 vs Oct 1, 2022	Clients	1,589	457	decreased by1,132
May 1, 2025 vs Oct 1, 2022	AUM	$2,188,984,156	$1,213,158,729	decreased by$975,825,427
May 1, 2025 vs Oct 1, 2022	Accounts	1,589	458	decreased by1,131
Apr 1, 2022	Employees	182	196	increased by14
Apr 1, 2022	Clients	1,718	1,589	decreased by129
Apr 1, 2022	AUM	$2,005,786,287	$2,188,984,156	increased by$183,197,869
Apr 1, 2022	Accounts	1,718	1,589	decreased by129
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EVELYN PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVELYN PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

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.