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
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Evelyn Partners Group Limited
- Date of Incorporation 21 Oct, 2013
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Investments & Acquisitions
Ashcroft Partnership
& 6 more
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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.
Personalized advice for protecting and growing client assets.
Expert guidance on retirement, inheritance, and life events.
Discretionary solutions for managing investments responsibly.
People of Evelyn
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Leadership Team
42 people
Finance and Accounting
19 people
Software Development Team
18 people
Human Resources and Administration
14 people
Senior Team
14 people
Investment Team
13 people
Client Team
12 people
Head Team
12 people
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Funding Insights of Evelyn
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Commercial bank
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Locked | Locked | Locked |
Investor details for Evelyn
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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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.
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.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Independent financial advice and planning services are offered.
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Locked | Locked | 2018 | Locked | |
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Tax planning, assurance, accounting, and financial services are offered.
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Locked | Locked | 2006 | Locked | |
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Advisory and restructuring services are provided for businesses in distress.
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Locked | Locked | 2006 | Locked |
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
Verified entity values are shown only after access is granted.
Financial Statements - Evelyn
Detailed financials for Evelyn
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
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Evelyn Comparisons
Peer comparison for Evelyn
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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Competitors of Evelyn
Detailed competitors of Evelyn
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Latest news on Evelyn
Complete news archive for Evelyn
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- Full article archive
- Source and publication date
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- 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.