Paul Thwaite

CEO, NatWest Group
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
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Worst Calls
NATWEST long -3.0%
Most Mentioned
NATWEST ×1
Recent Calls
NATWEST long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d
Average Return -3.0% Long Return -3.0% Short Return -
Average Return
7d +6.1%
30d -1.2%
90d
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Thesis
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Long
Feb 13
$580.20
-3.0%
NatWest beat earnings estimates (profit 1.94bn vs 1.72bn exp) and acquired Evelyn Partners (Wealth Management). The bank is capitalizing on the "green shoots" in the UK economy and consolidating the wealth management sector. The acquisition doubles their assets under management in a fee-based business, reducing reliance on net interest margins. LONG. Strong execution and strategic M&A in a recovering UK macro environment. UK GDP disappointment or political instability ahead of elections.
NatWest beat earnings estimates (profit 1.94bn vs 1.72bn exp) and acquired Evelyn Partners (Wealth Management). The bank is capitalizing on the "green shoots" in the UK economy and consolidating the wealth management sector. The acquisition doubles their assets under management in a fee-based business, reducing reliance on net interest margins. LONG. Strong execution and strategic M&A in a recovering UK macro environment. UK GDP disappointment or political instability ahead of elections.
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