{
  "crd_number": 160376,
  "slug": "evelyn-partners-asset-management-limited-london-160376",
  "primary_business_name": "EVELYN PARTNERS ASSET MANAGEMENT LIMITED",
  "legal_name": "NATWEST BANK PLC (UK)",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-29",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 1059392636.0,
  "raum_discretionary": 1059392636.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 126,
  "advisory_employees": 34,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 117919593.0,
      "count": 291
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 575752039.0,
      "count": 169
    },
    "pooled_investment_vehicles": {
      "raum": 249364575.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 116356429.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://usa.evelyn.com/evelyn-partners-usa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160376",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/evelyn-partners-asset-management-limited-london-160376",
  "display_name": "Evelyn Partners Asset Management Limited",
  "summary": "Evelyn Partners Asset Management Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. Evelyn Partners Asset Management Limited (CRD 160376): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Evelyn Partners Asset Management Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evelyn Partners Asset Management Limited reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Evelyn Partners Asset Management Limited located?",
      "a": "Evelyn Partners Asset Management Limited's principal office is in London, United Kingdom, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Evelyn Partners Asset Management Limited registered with the SEC or a state?",
      "a": "Evelyn Partners Asset Management Limited is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160376."
    },
    {
      "q": "How much does Evelyn Partners Asset Management Limited manage?",
      "a": "Evelyn Partners Asset Management Limited reports $1,059,392,636 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Evelyn Partners Asset Management Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Evelyn Partners Asset Management Limited: Regulatory assets under management: $2,005,786,287 in the October 2021 data and $1,059,392,636 in the October 2026 data, down 47%. Total employees: 182 in October 2021 and 126 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Evelyn Partners Asset Management Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (291); high net worth individuals (169); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Evelyn Partners Asset Management Limited use?",
      "a": "Evelyn Partners Asset Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab, Inspira Financial, Pershing Advisor Solutions LLC, Pershing Securities Limited, Schwab Retirement Plan Services, The Huntington National Bank and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Evelyn Partners Asset Management Limited report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160376"
    },
    {
      "q": "What changed in Evelyn Partners Asset Management Limited's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its legal name from Evelyn Partners Asset Management Limited to Natwest Bank PLC (UK). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2005786287.0,
      "total_employees": 182,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2188984156.0,
      "total_employees": 196,
      "filing_date": "2022-06-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1056651001.0,
      "total_employees": 977,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1139348630.0,
      "total_employees": 1103,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1213158729.0,
      "total_employees": 89,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1059392636.0,
      "total_employees": 126,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its legal name from Evelyn Partners Asset Management Limited to Natwest Bank PLC (UK).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 29 to 34.",
        "Regulatory assets under management went from $1,213,158,729 to $1,059,392,636 (-13%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Inspira Financial",
      "name_as_filed": "INSPIRA FINANCIAL",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    },
    {
      "name": "Pershing Securities Limited",
      "name_as_filed": "PERSHING SECURITIES LIMITED",
      "affiliated": false
    },
    {
      "name": "Schwab Retirement Plan Services",
      "name_as_filed": "SCHWAB RETIREMENT PLAN SERVICES",
      "affiliated": false
    },
    {
      "name": "The Huntington National Bank",
      "name_as_filed": "THE HUNTINGTON NATIONAL BANK",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/evelyn-partners-asset-management-limited-london-160376.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 291,
      "fewer_than_5": false,
      "raum": 117919593.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 169,
      "fewer_than_5": false,
      "raum": 575752039.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 249364575.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 116356429.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160376",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}