Evelyn Partners Group Limited (Evelyn Partners) today announces that it has completed the sale of Evelyn Partners Financial Services Limited (EPFS), its employee benefits consultancy business, to Howden, the global insurance intermediary group.
Evelyn Partners Group Limited (Evelyn Partners) today announces that it has completed the sale of Evelyn Partners Financial Services Limited (EPFS), its employee benefits consultancy business, to Howden, the global insurance intermediary group.
This milestone marks the formal transfer of EPFS and its team to Howden, completing the transaction first announced on 11 November 2025. The sale arose from a strategic decision by Evelyn Partners to focus solely on wealth management which has also seen it sell its Professional Services and Fund Solutions businesses in transactions that were completed in early 2025.
EPFS serves a strong and diverse client base, with expertise in group risk, healthcare benefits, employee engagement, wellbeing, and ancillary benefit services. The team of 38 professionals, led by Gareth Sawyer, has now joined Howden and will continue to support clients under the new ownership.
Paul Geddes, Chief Executive Officer of Evelyn Partners, said:
“We are pleased to confirm the completion of this transaction which concludes the streamlining of Evelyn Partners, ahead of us becoming part of the Natwest Group plc. We thank the EPFS team for their contribution to Evelyn Partners over many years and wish them continued success as part of Howden.”
*On 9 February 2026 it was announced that Natwest Group Plc had agreed to acquire Evelyn Partners. The transaction, which is subject to regulatory approval, is expected to complete in the summer of 2026.
Evelyn Partners is a leading wealth manager created in 2020 through the merger of Tilney and Smith & Williamson. On 30 June 2026, NatWest Group completed the acquisition of Evelyn Partners, to create the UK's leading Private Banking & Wealth Management business with £132.4 billion assets under management and administration (end of Q3 2026).
Through an extensive network of offices across the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, and provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite executives and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service for self-directed investors, consistent with our purpose to ‘place the power of good advice into more hands’.
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