Investment adviser · CRD 160376

EVELYN PARTNERS ASSET MANAGEMENT LIMITED

Investment adviser filing (IA)

NATWEST BANK PLC (UK)

LONDON, United Kingdom · Form ADV filed Aug 3, 2026

Regulatory AUM
$1.06B
Form ADV · Item 5.F
Client accounts
466
Accounts, not individual clients
Employees
126
Reported in this filing
Advisory professionals
34
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals169$575,752,03954.3%
Pooled investment vehicles1$249,364,57523.5%
Individuals291$117,919,59311.1%
Corporations & businesses5$116,356,42911.0%
Filing source

Form ADV 2123564 · Aug 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EVELYN PARTNERS GLOBAL IDF GP LIMITEDOther Private Fund · Last reported Aug 3, 2026$93.6MGross asset value
Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE HAMILTON, Bermuda
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE
PCAOB 5230

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-4426850547
Reported beneficial owners
2
Minimum commitment
$100K

Form ADV 2123564 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INGENIOUS GLOBAL GROWTH FUNDOther Private Fund · Last reported Jul 1, 2014$87.4MGross asset value
Fund administrator NORTHERN TRUST INTERNATIONAL FUND ADMINISTRATION SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG DUBLIN, Ireland
Custodian NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2672630077
Reported beneficial owners
3
Minimum commitment
$1.67K

Form ADV 832546 · Jul 1, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 3, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

45 GRESHAM STREET
LONDON, EC2V 7BG, United Kingdom

CRD 160376

Filing source

Form ADV 2123564 · Aug 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.