Evelyn Partners including Bestinvest to become part of NatWest
The transaction, which is subject to regulatory approval, is expected to complete in the summer of 2026. There are no changes to the Bestinvest service as a result of this announcement and there is no requirement to take any action.
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
Nothing in these briefings is intended to constitute advice or a recommendation and you should not take any investment decision based on their content.
Any opinions expressed may change or have already changed.
Written by Jason Hollands
Published on 09 Feb 20261 minute read
We are pleased to report that on 9 February 2026 it was announced that NatWest Group Plc is to acquire Evelyn Partners. Bestinvest by Evelyn Partners is a trading name of Evelyn Partners Investment Management Services Limited and will therefore also become part of NatWest. The change of owner is subject to regulatory approval and is expected to complete in the summer of 2026. There are no changes to the Bestinvest service as a result of this announcement and there is no requirement to take any action.
We are delighted that we will become part of the NatWest Group, where we will have the financial strength of a leading UK banking group behind us, with significant resources and capability, and a long tradition of offering private banking and wealth management services.
Paul Geddes, CEO of Evelyn Partners, said:
“We are delighted to be joining NatWest Group which will be a great new home for Evelyn Partners. We each have a long-standing history of providing high quality wealth management services. Together, our shared vision is to be the UK’s leading Private Banking and Wealth Management business, providing unparalleled financial advice and investment management to our clients as well as a broader range of capabilities. We are hugely excited by the opportunity which this transaction presents, providing us with greater scale and resources, for the benefit of our clients and colleagues.”
Commenting on the acquisition, Paul Thwaite, Chief Executive of NatWest Group said:
“Bringing together these two leading businesses creates a unique opportunity to provide financial planning, savings and investment services to more families and people across the UK. We look forward to welcoming our new clients and working with our colleagues at Evelyn Partners to transform the services our 20 million customers across the Group can expect from us.
At a time when the benefits of saving and investing are increasingly part of the national conversation, we can help customers to make more of their money through a broader range of services, as well as helping to drive growth and investment across the economy.”
You can read the full press release on the Evelyn Partners press centre here: Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest