# Evelyn Partners

Evelyn Partners is a Multi Family Office based in London, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** 45 Gresham Street, London, EC2V 7BG, UK
- **Founded:** 1836
- **Assets under management:** Undisclosed
- **Website:** evelyn.com
- **LinkedIn:** https://www.linkedin.com/company/evelynpartners/
- **Wikidata:** Q111915571

## Regulatory record

- **CRD number:** 160376
- **SEC file number:** 801-73364
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160376

## About

Evelyn Partners operates a multi-family office in London. It formed in 2020 from the merger of Tilney and Smith & Williamson. It traces roots to Tilney’s Liverpool stockbroking business started in 1836, receives backing from Permira and Warburg Pincus, and provides wealth management, financial planning and related professional services for affluent families and entrepreneurs with integrated advice across investments, tax and estates.

## Sectors

- Energy Transition & Renewables
- AI/ML
- ESG

## Offices

- Glasgow, Scotland, UK
- Bristol, UK
- Leeds, UK

## Questions

### Who owns Evelyn Partners?

Permira holds majority ownership since 2014 and Warburg Pincus holds a minority stake since 2020. In February 2026 NatWest Group agreed to acquire the firm for £2.7 billion.

### What asset classes does Evelyn Partners allocate to?

Allocations include hedge funds, infrastructure, private credit, natural resources and commodities. Confirmed holdings include HICL Infrastructure PLC plus Bitcoin and gold exposure.

### Does Evelyn Partners commit to external funds or make direct investments?

The firm uses both fund-of-funds commitments and direct holdings. It also participates in co-investments alongside other managers in infrastructure and natural resources.

### Which regions does Evelyn Partners target for investments?

Investment activity centers on Europe with particular emphasis on UK infrastructure assets such as HICL Infrastructure PLC.

### What ESG commitments has Evelyn Partners made?

The firm is a signatory to the UN PRI, UK Stewardship Code, Climate Action 100+ and FAIRR. These frameworks guide integration of ESG factors into portfolio construction.

## Related profiles

- [Mercer Global Advisors](https://altss.com/profile/mercer-global-advisors)
- [AlTi Tiedemann Global](https://altss.com/profile/alti-tiedemann-global)

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Last updated: 2026-07-06T00:42:42.470Z

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