Evelyn

London, United Kingdom Founded: 1881 • Age: 145 yrs Acquired By NatWest Group
Wealth management, financial advisory, and investment services are provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors - Brand Intelligence

About Evelyn

Evelyn is a company based in London (United Kingdom) founded in 1881 was acquired by NatWest Group in February 2026. Evelyn has completed 7 acquisitions, including Ashcroft Partnership, Creaseys Group and Dart Capital. Evelyn offers products and services including Wealth Management, Financial Planning, and Investment Management.

  • Headquarter London, United Kingdom
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Evelyn Partners Group Limited
  • Date of Incorporation 21 Oct, 2013
  • Jurisdiction LONDON, UNITED KINGDOM
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
    NatWest Group

    (Feb 09, 2026)

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Products & Services of Evelyn

Evelyn offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, and Investment Management.

Product name locked
Category locked
Primary

Personalized advice for protecting and growing client assets.

Product name locked
Category locked
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Expert guidance on retirement, inheritance, and life events.

Product name locked
Category locked
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Discretionary solutions for managing investments responsibly.

People of Evelyn

Headcount 1000-5000
Employee Profiles 196
Board Members and Advisors 9
Employee Profiles
People
John Erskine
Chief Investment Management Director
People
Charlotte Davies
Group General Counsel
People
Eleanor Wotherspoon
Business Development
People
Kerry Phillips
Risk And Control Business Partner

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Board Members and Advisors
people
Gavin White
Secretary
people
Philip Muelder
Director
people
Keith Jones
Director
people
Carla Stent
Non Executive Director And Chair Of Risk And Audit Committee

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Funding Insights of Evelyn

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Detailed funding history for Evelyn

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Evelyn

Evelyn has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include NatWest Group.

All
Institutional
Investor Description Founded Year Domain Location
Commercial bank
Locked Locked Locked
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Investor details for Evelyn

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Evelyn

Evelyn has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Ashcroft Partnership, Creaseys Group and Dart Capital.

Investments
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Investment portfolio details for Evelyn

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Independent financial advice and planning services are offered.
Locked Locked 2018 Locked
Tax planning, assurance, accounting, and financial services are offered.
Locked Locked 2006 Locked
Advisory and restructuring services are provided for businesses in distress.
Locked Locked 2006 Locked
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Complete acquisition details for Evelyn

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Evelyn

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Detailed financials for Evelyn

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Evelyn Comparisons

Evelyn Primary company
Description
Wealth management, financial advisory, and investment servic...
Location
London, United Kingdom
Founded Year
1881
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Evelyn

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Evelyn

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Detailed competitors of Evelyn

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  • Domains and locations
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  • Operating metrics
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Latest news on Evelyn

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Complete news archive for Evelyn

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Evelyn

Evelyn was founded in 1881.

Evelyn is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Paul Geddes is the current CEO of Evelyn.

Evelyn was founded in 1881 in London, United Kingdom. Operations are centered in the financial services sector, where wealth management, advisory, and investment solutions are delivered to clients. Personalized financial strategies are developed based on individual needs, with a focus on long-term asset growth and risk assessment. The firm maintains a presence in the UK market, supported by experienced partners.

Evelyn offers Wealth Management, Financial Planning, and Investment Management.

Evelyn has made 7 acquisitions, including Ashcroft Partnership, Creaseys Group, and Dart Capital.

Evelyn has 1 investor. Key investors include NatWest Group.

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