NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.

The CEO and CFO at wealth manager and Financial Planner Evelyn Partners will step down when the firm is acquired by NatWest this summer in a £2.7bn deal.

Assets under management for wealth manager and Financial Planner Evelyn Partners climbed to a record £64.6bn in the first half of the year.

Financial Planning and wealth management firm Evelyn Partners reported a 12% rise in profits for 2024 despite a 68% drop in net inflows (year-on-year).

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.

Financial Planning and professional services firm Evelyn Partners saw assets under management and advice (AUM/A) rise 13% year-on-year to £62.7bn at 30 September.