Firm profile

Evelyn Partners Asset Management Limited

LONDON, United KingdomCRD 160376Registration Status: ApprovedEffective since March 29, 2012SEC # 801-73364Latest ADV August 3, 2026

Evelyn Partners Asset Management Limited is an SEC registered investment adviser with a primary office location in London, United Kingdom. Its latest Form ADV filing, dated August 3, 2026, reports $1.1B in regulatory assets under management, 126 employees, 2 offices, and 466 accounts.

Assets Under Management
$1.1B
Employees
126
Offices
2 offices
Total Clients
466

Associated firm names

5 names listed
  • EVELYN PARTNERS ASSET MANAGEMENT LIMITED
  • TILNEY ASSET MANAGEMENT LIMITED
  • TILNEY
  • NATWEST BANK PLC (UK)

Leadership

3 roles identified
CEOPaul R. Geddes
CFOAlexander N. Gersh
COOBahador N. Mahvelati

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

LONDON, United Kingdom

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

United Kingdom

LONDONPrimary office · GUILDFORD

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of August 3, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
291
2
HNWI
36.3%
169
3
Corporations
1.1%
5
4
Pooled Investment Vehicles
0.2%
1

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts466
10Y AUM Change$-1.1B (-51.1%)

Private Funds

Private funds reported by Evelyn Partners Asset Management Limited

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees126
Clients per Employee4:1
10Y Employee Change+96 (+320.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
EVELYN PARTNERS GROUP LIMITEDDirect owner · Schedule AInterest in EVELYN PARTNERS ASSET MANAGEMENT LIMITED
75%+
NATWEST BANK PLCIndirect owner · Schedule BInterest in EVELYN PARTNERS GROUP LIMITED
75%+
NATWEST HOLDINGS LIMITEDIndirect owner · Schedule BInterest in NATWEST BANK PLC
75%+
NATWEST GROUP PLCIndirect owner · Schedule BInterest in NATWEST HOLDINGS LIMITED
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Evelyn Partners Asset Management Limited.

Reported ownership and control details

Form ADV · Filing date 2026-08-03 · Schedules A and B

13 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1EVELYN PARTNERS GROUP LIMITEDSHAREHOLDERForeign entityEVELYN PARTNERS ASSET MANAGEMENT LIMITED75% or moreCode EYesSHAREHOLDER10/2022Schedule APDF page 38
2CHARLOTTE NMN DAVIESGROUP GENERAL COUNSELIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesGROUP GENERAL COUNSEL09/2022Schedule APDF page 38
3BINDESH NMN SAVJANICHIEF RISK OFFICER & GROUP HEAD OF COMPLIANCEIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesCHIEF RISK OFFICER & GROUP HEAD OF COMPLIANCE08/2024Schedule APDF page 38
4BAHADOR NMN MAHVELATICHIEF OPERATING OFFICERIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesCHIEF OPERATING OFFICER05/2025Schedule APDF page 38
5Anne Helen RichardsINDEPENDENT NON- EXECUTIVE DIRECTORIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesINDEPENDENT NON- EXECUTIVE DIRECTOR06/2026Schedule APDF page 38
6Mark Martin RennisonINDEPENDENT NON- EXECUTIVE DIRECTORIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesINDEPENDENT NON- EXECUTIVE DIRECTOR06/2026Schedule APDF page 38
7Jakob NMN StottINDEPENDENT NON- EXECUTIVE DIRECTORIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesINDEPENDENT NON- EXECUTIVE DIRECTOR06/2026Schedule APDF page 38
8Christopher John KennyEXECUTIVE DIRECTORIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesEXECUTIVE DIRECTOR06/2026Schedule APDF page 38
9Muhammad NMN MustaffaEXECUTIVE DIRECTORIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesEXECUTIVE DIRECTOR06/2026Schedule APDF page 38
10Patrice Juliette McDonaldINDEPENDENT NON- EXECUTIVE DIRECTORIndividualEVELYN PARTNERS ASSET MANAGEMENT LIMITEDLess than 5%Code NAYesINDEPENDENT NON- EXECUTIVE DIRECTOR06/2026Schedule APDF page 38
11NATWEST BANK PLCSHAREHOLDERForeign entityEVELYN PARTNERS GROUP LIMITED75% or moreCode EYesSHAREHOLDER06/2026Schedule BPDF page 39
12NATWEST HOLDINGS LIMITEDSHAREHOLDERForeign entityNATWEST BANK PLC75% or moreCode EYesSHAREHOLDER06/2026Schedule BPDF page 39
13NATWEST GROUP PLCSHAREHOLDERForeign entityNATWEST HOLDINGS LIMITED75% or moreCode EYesSHAREHOLDER06/2026Schedule BPDF page 39

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/3/2026 12:00:56 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.